Unclaimed
Danielle Asako Delgado-ellison is a financial advisor currently associated with Raymond James & Associates, Inc. and has been with the firm since November 2010. Danielle's career in the financial services industry began in December 2005. Danielle is registered to provide investment advice in Florida, where she is licensed to conduct business as both a Broker-Dealer and an Investment Advisor. Prior to joining Raymond James & Associates, Inc., Danielle was employed by E*TRADE SECURITIES LLC and Brownco, LLC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
01/05/2011 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/05/2006 - 11/22/2010
E*TRADE SECURITIES LLC (TAMPA FL)
FL
11/17/2005 - 05/08/2006
BROWNCO, LLC (TAMPA FL)
BOTH
Issued 03/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2009
Series 4 - Registered Options Principal Examination
BC
Issued 06/11/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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