Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Kristen Swann is a financial professional with over 25 years of experience in the industry. Danielle is currently registered with Park Avenue Securities LLC in SOUTHFIELD, MI. Danielle also holds licenses in 51 states and the District of Columbia. Danielle provides financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, and corporations.
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.
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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MI
06/26/2013 - Present
Park Avenue Securities LLC (SOUTHFIELD MI)
MN
05/14/1996 - 10/30/2012
METLIFE SECURITIES INC. (BLOOMINGTON MN)
MN
05/14/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BLOOMINGTON MN)
BC
Issued 07/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/08/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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