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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Johnson is a financial advisor with Wells Fargo Clearing Services, LLC. Danielle has been in the industry for over 20 years, and has experience providing investment advice to individuals, businesses, and institutions. Danielle's firm, Wells Fargo Clearing Services, LLC, manages over $500 billion in assets and offers a variety of financial services, including investment management, financial planning, and retirement planning. Danielle's expertise and experience in the industry can help you achieve your financial goals.
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.
Investment consulting services to institutional clients
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
MO
11/05/2013 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
03/12/2004 - 06/29/2010
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
ME
10/04/2002 - 10/31/2003
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
MN
08/25/1999 - 12/31/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 06/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/30/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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