Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Lee Helfrich is a financial advisor at Prospera Financial Services, Inc. Danielle has been working in the financial services industry for over 20 years. Danielle specializes in providing financial planning, investment advice, and retirement planning services to individuals and families. Danielle has a wide range of experience in working with clients of all ages and income levels. Danielle is committed to helping her clients achieve their financial goals.
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.
Percentage of assets under review
1
2
IN
09/24/2024 - Present
Prospera Financial Services, Inc. (Crown Point IN)
IN
01/03/2019 - 02/03/2020
CHARLES SCHWAB & CO., INC. (Merrillville IN)
IN
01/24/2006 - 12/31/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (CROWN POINT IN)
AZ
11/24/1992 - 01/12/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 05/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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