Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Brown is a financial advisor with New Edge Wealth. Danielle has been in the financial services industry since June 1999. Danielle holds Series 7, 63, and 66 licenses. Danielle has worked at UBS Financial Services Inc., Lehman Brothers Inc., and Morgan Stanley & Co., Incorporated. Danielle specializes in providing financial services to high-net-worth individuals. Danielle's practice is focused on providing investment advice to individuals, families, and small 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
01/03/2024 - Present
NEW Edge Wealth (STAMFORD CT)
NY
09/19/2008 - 12/22/2020
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
09/23/2003 - 10/02/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/18/1999 - 09/24/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 04/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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