Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Thibault is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the Frederick, MD office. Danielle has been a registered representative for over 25 years. Danielle has experience working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Danielle is currently registered in 45 states and the District of Columbia, and has been a registered investment advisor representative since 2020. Danielle is dedicated to providing her clients with personalized financial advice and investment strategies tailored to their specific needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
DC
06/10/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
VA
04/07/2017 - 03/04/2020
LPL FINANCIAL LLC (MCLEAN VA)
MD
01/02/2015 - 04/03/2017
CAPITAL ONE INVESTING, LLC (FREDERICK MD)
VA
04/27/2010 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
MD
08/30/1996 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
BOTH
Issued 11/23/1996
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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