Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Jean Pfeifer is a registered representative and investment advisor representative with Equitable Advisors, LLC. Danielle has been in the financial services industry since 2012. Danielle holds the Series 7, Series 63 and Series 65 licenses. Danielle is registered with the following states: Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Michigan, Minnesota, Missouri, New York, North Carolina, South Carolina, Texas, Virginia, Washington, Wisconsin and Wyoming. In addition to being a registered representative, Danielle also works with Realty Benefit Services as a Sales Associate.
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
WI
05/19/2014 - Present
Equitable Advisors, LLC (WAUWATOSA WI)
IA
Issued 05/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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