Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Elandra Barbato is a financial advisor at Milestone Asset Management Group, LLC. Danielle has been in the financial services industry for several years and holds the Series 66, Series 7TO and SIE exams. Danielle specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Danielle has been working in the industry since 2019. Danielle's office is located in Avon, CT.
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.
Helps you choose top advisors aligned with your financial goals.
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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CT
09/04/2024 - Present
Milestone Asset Management Group, LLC (AVON CT)
CT
04/08/2022 - 12/02/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (GLASTONBURY CT)
CT
12/13/2019 - 04/21/2022
CHARLES SCHWAB & CO., INC. (Mystic CT)
BOTH
Issued 10/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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