Unclaimed
Danielle Corigliano Maxwell is a financial advisor at Empower Advisory Group, LLC. Danielle has been in the industry since 2009 and has a diverse background in the financial services industry. Before joining Empower Advisory Group, Danielle was a financial advisor at Lincoln Investment, StanCorp Equities, Inc., and Fidelity Brokerage Services LLC. Danielle holds multiple licenses and certifications including Series 6, Series 63, Series 65, and SIE. She is dedicated to providing personalized financial advice and investment management services to her clients. Danielle specializes in retirement planning, investment management, and wealth management for high-net-worth individuals, corporations, and institutions. Danielle's focus is to provide clients with tailored financial solutions to help them achieve their financial goals.
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.
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
KY
02/25/2022 - Present
Empower Advisory Group, LLC (UNION KY)
IN
02/07/2020 - 02/09/2022
LINCOLN INVESTMENT (Carmel IN)
OH
04/12/2018 - 01/27/2020
STANCORP EQUITIES, INC. (CINCINNATI OH)
KY
04/02/2012 - 02/26/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
11/10/2009 - 02/27/2012
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
01/01/2008 - 05/22/2008
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
09/06/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
IA
Issued 08/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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