Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Kristine Hewitt is a financial advisor with Oppenheimer & Co. Inc., with over 9 years of experience in the financial services industry. Danielle has experience working with clients in a variety of areas, including individual investors, corporations, retirement plans, and charitable organizations. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63, Series 99TO, and SIE licenses. Danielle holds a state securities license in 26 states, and her specializations include Retirement Planning, Portfolio Management, and Asset Allocation. Prior to joining Oppenheimer & Co. Inc., Danielle worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and E*TRADE SECURITIES LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
12/11/2018 - Present
Oppenheimer & Co. Inc. (FLORHAM PARK NJ)
NJ
04/03/2017 - 09/18/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SUMMIT NJ)
NJ
09/30/2016 - 04/07/2017
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
12/16/2013 - 09/30/2016
E*TRADE CLEARING LLC (JERSEY CITY NJ)
BC
Issued 05/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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