Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Drew is a financial professional with over 12 years of experience in the financial services industry. Danielle has a strong background in portfolio management, financial planning, and investment advisory services. Danielle is currently registered with Cetera Investment Advisers LLC and has previously worked with Commonwealth Financial Network and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Danielle is committed to providing her clients with personalized financial advice and guidance 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.
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.
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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MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WESTBOROUGH MA)
MA
12/17/2019 - 03/16/2020
TRIAD ADVISORS LLC (Westborough MA)
MA
02/28/2017 - 11/18/2019
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
12/04/2008 - 01/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HYANNIS MA)
BOTH
Issued 08/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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