Unclaimed
Danielle Demarce Stanton is a financial advisor with over 29 years of experience in the industry. Danielle has been registered with LPL Financial LLC since 1999 and holds Series 7, 24, 31 and 63 licenses as well as the Series 65. Danielle is also registered in 18 states, including California, Missouri, and Texas. Prior to joining LPL Financial LLC, Danielle worked at Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to her financial advising services, Danielle is also involved in other businesses, including direct sales and real estate rentals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/17/2012 - Present
LPL Financial LLC (LA MESA CA)
NY
10/23/1997 - 09/14/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/15/1993 - 11/20/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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