Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Leigh Delongchamp is a registered investment advisor representative with Concorde Asset Management, LLC, a firm located in Ann Arbor, MI. Danielle has been in the securities industry since 2011 and has a diverse background working with several financial institutions including J.W. Cole Financial, Inc. and Sigma Financial Corporation. Danielle also has experience working in various roles with Concorde Asset Management, LLC including President of the firm's Broker-Dealer and Registered Investment Advisor affiliate, and is also Interim President of the firm’s RIA affiliate, Concorde Investment Services. Danielle holds the Series 66, Series 7 and Series 24 licenses.
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.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
MI
01/09/2017 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
MI
07/12/2022 - 12/31/2023
AMERICAN ALTERNATIVE CAPITAL, LLC (ANN ARBOR MI)
FL
02/03/2015 - 01/23/2017
J.W. COLE FINANCIAL, INC. (TAMPA FL)
MI
09/23/2013 - 01/26/2015
PARKLAND SECURITIES, LLC (ANN ARBOR MI)
MI
04/09/2013 - 01/26/2015
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MI
12/05/2011 - 04/10/2013
MCDONALD PARTNERS LLC (ANN ARBOR MI)
MI
01/26/2011 - 12/05/2011
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
BOTH
Issued 05/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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