Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle K Henry is a financial advisor at LPL Financial LLC. Danielle is registered with the state of Michigan as both a broker-dealer and investment advisor representative. Danielle K Henry also has registrations in Texas. In addition to her role at LPL Financial LLC, Danielle K Henry also owns and operates Premier Financial Planning LLC and offers investment-related services through Lake Trust Financial Life Planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
08/10/2023 - Present
LPL Financial LLC (BRIGHTON MI)
MI
06/07/2013 - 08/29/2014
NYLIFE SECURITIES LLC (NORTHVILLE MI)
MI
12/16/2008 - 06/15/2011
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
GA
04/09/2008 - 12/17/2008
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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