Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Johnson is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Danielle holds Series 6, 7TO, 63, and 66 licenses. Danielle has been in the financial industry since 2009 and has previous experience with Chase Investment Services Corp. Danielle provides financial planning services to clients and has experience with individuals, corporations, trusts, estates, charitable organizations, retirement plans, and pension plans. In addition to Danielle's financial expertise, Danielle is also the owner of Fuel + Flourish LLC, where Danielle offers nutrition coaching to clients, and is a board member of Store to Door, a non-profit organization in Portland, OR.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
07/28/2023 - Present
U.s. Bancorp Investments, Inc. (Portland OR)
OR
11/04/2009 - 02/24/2011
CHASE INVESTMENT SERVICES CORP. (PORTLAND OR)
BOTH
Issued 07/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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