Unclaimed
Danielle Delprato is a financial professional with Ameriprise Financial Services, LLC in Boca Raton, Florida. Danielle has been in the financial services industry since 2021. Danielle is registered to provide investment advice in the state of Florida. She is also registered with FINRA and holds the Series 66, SIE and Series 7 licenses. Danielle's experience includes working with MassMutual Life Insurance and MML Investors Services, LLC, and previously holding various roles in the consulting and business sectors.
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.
Asset allocation services
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.
1
2
FL
03/22/2024 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
FL
02/11/2021 - 02/08/2024
MML INVESTORS SERVICES, LLC (WEST PALM BEACH FL)
BOTH
Issued 05/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2021
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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