Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Christine Faison is an investment advisor representative with Osaic Wealth, Inc.. Danielle has been in the industry since 2011 and has a Series 65, Series 63, Series 7, and SIE licenses. She is registered to provide investment advice in Arizona, Colorado, Florida, Minnesota, Nevada, New York, Texas, Virginia, and Wisconsin. Danielle has previous experience with LPL FINANCIAL LLC, CUNA BROKERAGE SERVICES, INC., and AMERIPRISE FINANCIAL SERVICES, INC. She is also an agent with BENESTAR FINANCIAL.
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.
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2
MN
06/10/2024 - Present
Osaic Wealth, Inc. (ROSEVILLE MN)
WI
05/18/2022 - 08/25/2022
LPL FINANCIAL LLC (Wausau WI)
MN
10/03/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (BROOKLYN CENTER MN)
MN
03/29/2011 - 09/22/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 10/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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