Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Cutler is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Danielle has been in the financial services industry for over nine years. Danielle has a Series 7 and Series 66 license and is registered with the state of Utah and 52 other states. Danielle has previously worked with E*TRADE Securities LLC and TD Ameritrade, Inc. Danielle has a wide range of experience in the financial services industry and can provide clients with a variety of services, including financial planning, educational seminars, and portfolio management for individuals and businesses.
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.
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
UT
10/30/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
09/12/2017 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
10/31/2014 - 06/21/2017
TD AMERITRADE, INC. (DRAPER UT)
UT
03/28/2014 - 10/14/2014
D.A. DAVIDSON & CO. (MIDVALE UT)
BOTH
Issued 11/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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