Unclaimed
Danielle Andalora is a financial professional registered with Equitable Advisors, LLC. She is a licensed financial advisor in New York, Florida, Minnesota, North Carolina, and South Carolina. Danielle has passed Series 63, 6TO, and SIE exams. She has experience in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/09/2022 - Present
Equitable Advisors, LLC (WILLIAMSVILLE NY)
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Danielle Andalora is the right advisor for you? Invested Better is here to help.