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Danielle Jacob

DC Advisory

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About Danielle Jacob

Danielle Jacob is a financial advisor with DC Advisory. Danielle is registered with FINRA and the state of New York. She has passed the Series 63, Series 79TO, and the SIE exams. Danielle has been in the industry since July 31, 2022.

Firm Information

Danielle Jacob is currently registered with DC Advisory. DC Advisory is a Limited Liability Company that was formed on April 1, 2012. The firm is registered in California, District of Columbia, Illinois, and New York. It has one approved SEC registration and four approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

80

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Danielle Jacob’s Registration & Firm History

NY

08/01/2022 - Present

DC Advisory (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/05/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/07/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danielle Jacob.
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