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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Halliday is a registered representative and investment advisor representative with Bankers Life Advisory Services, Inc. Danielle has been in the securities industry since 2007. Danielle has passed the Series 6, 7, 63, 66 and SIE exams. Danielle specializes in financial planning, providing portfolio management for individuals and education seminars. Danielle is also a registered representative with Bankers Life Securities, Inc. Danielle is a 1099 agent for Bankers Life and Casualty Company, which allows Danielle to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
06/15/2020 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IN
12/08/2014 - 01/06/2016
PNC INVESTMENTS (INDIANAPOLIS IN)
MI
06/05/2012 - 10/09/2014
FIFTH THIRD SECURITIES, INC. (OKEMOS MI)
MI
11/08/2007 - 06/04/2012
CHASE INVESTMENT SERVICES CORP. (SAGINAW MI)
BOTH
Issued 05/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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