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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Durham chan-pong is an investment advisor representative with LPL Financial LLC. Danielle is registered to offer securities and investment advisory services in 36 states. Danielle has been in the financial services industry since December 22, 2014 and is registered as a registered representative (RR) with FINRA, and also as an investment advisor representative (IAR) in Florida and Texas. Danielle has a Series 66 license and has passed the SIE and Series 7 exams. In addition to the investment-related activities of LPL Financial LLC, Danielle is also involved in non-variable insurance sales with OMS Insurance Group, Waller Partners Insurance, and Black Oak LLC. Danielle has a history of employment at Allen & Company of Florida, LLC.
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
FL
03/30/2022 - Present
LPL Financial LLC (LAKELAND FL)
FL
11/26/2019 - 12/12/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
FL
12/23/2014 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
BOTH
Issued 02/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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