Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Hayes is a financial advisor with Schwab Wealth Advisory, Inc. Danielle has been in the industry since 2021 and holds Series 7, 9, 10, 63, and 66 licenses. Danielle is registered to provide investment advice in Arizona.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
11/03/2023 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BOTH
Issued 08/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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