Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Faison is a registered investment advisor representative with Osaic Wealth, Inc. Danielle has been in the financial industry since 2011 and holds a Series 63, Series 7, and Series 65 licenses. Danielle is registered with the state of Minnesota for both securities and investment advisory activities. Danielle has held previous positions with LPL Financial LLC, CUNA Brokerage Services, Inc., and Ameriprise Financial Services, Inc. She is a strong advocate for her clients and helps them achieve their financial goals. Danielle is based out of the Roseville, Minnesota office of Osaic Wealth, Inc..
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.
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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2
MN
06/10/2024 - Present
Osaic Wealth, Inc. (ROSEVILLE MN)
WI
05/18/2022 - 08/25/2022
LPL FINANCIAL LLC (Wausau WI)
MN
10/03/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (BROOKLYN CENTER MN)
MN
03/29/2011 - 09/22/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 10/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/7/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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