Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Dale is a registered Investment Advisor Representative with Zacks Investment Management, Inc. Danielle has been in the industry since 2016 and has a Series 6, Series 63 and Series 65 licenses. Danielle specializes in providing portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Zacks Investment Management, Inc. is based in Chicago, IL and has over $10 billion in assets under management. The firm offers a variety of investment services, including financial planning, portfolio management, and investment research.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
05/01/2018 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
IA
Issued 05/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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