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 currently works for Cetera Investment Advisers LLC in Westborough, MA. Previously, Danielle was a Financial Advisor at Triad Advisors LLC in Westborough, MA and Commonwealth Financial Network in Waltham, MA. Danielle is a Certified Financial Planner® and holds Series 7, 24, 52, 53, and 66 securities licenses. Danielle specializes in providing financial planning services for individuals, families, 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.
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 8/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 3/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/30/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 2/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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