Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Schwandtner is a financial advisor associated with Benjamin F. Edwards & Company, Inc. Danielle has been working in the securities industry since February 8, 2013. Danielle has a series of licenses and registrations including Series 6, Series 7, Series 63, and Series 66 and is licensed to provide advisory services in numerous states. In addition to their role at Benjamin F. Edwards & Company, Inc., Danielle has also held previous roles at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Clearing Services, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
08/10/2021 - Present
Benjamin F. Edwards & Company, Inc. (Timonium MD)
MD
09/17/2019 - 08/18/2021
WELLS FARGO CLEARING SERVICES, LLC (BALTIMORE MD)
MD
11/20/2014 - 08/28/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEL AIR MD)
MD
11/12/2013 - 10/20/2014
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
MD
12/04/2012 - 10/24/2013
NYLIFE SECURITIES LLC (TIMONIUM MD)
BOTH
Issued 05/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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