Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Conti is a financial advisor at Truist Advisory Services, Inc. Danielle is also a Chartered Financial Analyst. Danielle has over 10 years of experience in the financial services industry. Prior to joining Truist Advisory Services, Danielle worked at Invesco Distributors, Inc. and First Eagle Investment Management, LLC. Danielle has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Danielle specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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GA
06/09/2023 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
02/18/2020 - 08/04/2022
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
NY
06/17/2014 - 05/06/2019
FEF DISTRIBUTORS, LLC (NEW YORK NY)
GA
08/27/2013 - 06/12/2014
ALPS DISTRIBUTORS, INC. (WATKINSVILLE GA)
BC
Issued 09/13/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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