Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Elizabeth Jones is an Investment Advisor Representative with J. W. Cole Advisors, Inc. in Florida. Danielle is a registered Investment Advisor with a Series 65 license. Danielle has worked in the financial services industry since 2014. Danielle has experience providing financial planning, portfolio management and other services to individuals, businesses, and charitable organizations.
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.
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.
Hourly & fixed rate consulting
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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FL
08/19/2024 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
IA
Issued 05/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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