Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Johanna Ives is a financial advisor with over 20 years of experience in the industry. Danielle has been registered with Great Valley Advisor Group, Inc. since 2015. Prior to that, Danielle was registered with WELLS FARGO ADVISORS, LLC. and A. G. EDWARDS & SONS, INC.. Danielle holds the Series 6, 7, 31, 63, and 65 licenses as well as the SIE exam. Danielle's firm, Great Valley Advisor Group, Inc., is a Registered Investment Advisor (RIA) and offers a variety of financial services, including financial planning, portfolio management, and consulting services.
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.
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.
Consulting services
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
DE
03/17/2015 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
PA
01/01/2008 - 03/09/2015
WELLS FARGO ADVISORS, LLC (DOYLESTOWN PA)
NJ
11/13/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORTHFIELD NJ)
NJ
01/10/2000 - 09/19/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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