Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Banks is a registered representative with Sofi Wealth LLC. Danielle is a licensed financial professional in Florida and is registered to provide investment advice to individuals and other clients. Prior to joining Sofi, Danielle was a registered representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Danielle's background includes a degree from the College of Coastal Georgia. Danielle is a highly skilled financial advisor with a broad range of experience, including investment planning and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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FL
05/03/2021 - Present
Sofi Wealth LLC (Jacksonville FL)
FL
07/02/2020 - 03/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 08/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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