Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Lucht is a financial advisor at Cambridge Investment Research Advisors, Inc. Danielle has been working in the financial industry since February 2005. She holds Series 6, 7, 63, and 66 licenses, and is registered in 27 states. Danielle specializes in working with high-net-worth individuals and pension and profit-sharing plans. Cambridge Investment Research Advisors, Inc. is a full-service financial firm with a wide range of products and services, including financial planning, portfolio management, and retirement planning. They offer services for individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
09/08/2022 - Present
Cambridge Investment Research Advisors, Inc. (Ft Myers FL)
FL
02/08/2005 - 11/09/2020
PARK AVENUE SECURITIES LLC (FORT MYERS FL)
BOTH
Issued 06/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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