Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Carlene Phillip is a financial advisor with over 20 years of experience in the industry. Danielle is currently registered with Principal Securities, Inc. in Des Moines, Iowa. Prior to joining Principal Securities, Inc., Danielle worked at Lincoln Financial Distributors, Inc., Lincoln Financial Advisors Corporation, Cetera Advisors LLC, Transamerica Investors Securities Corporation, OppenheimerFunds Distributor, Inc., and HSBC Brokerage (USA) Inc. Danielle holds Series 7, Series 63, and SIE licenses and is licensed in Georgia. Danielle is able to provide financial planning, pension consulting, educational seminars, and selection of other advisors services.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
02/19/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
PA
06/16/2022 - 02/02/2024
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
04/09/2017 - 06/06/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
GA
09/21/2016 - 04/04/2017
CETERA ADVISORS LLC (DULUTH GA)
CA
06/28/2012 - 04/23/2015
TRANSAMERICA INVESTORS SECURITIES CORPORATION (LOS ANGELES CA)
NY
03/22/2001 - 11/03/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
10/25/2000 - 03/09/2001
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 02/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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