Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Louise Littlefield is a financial advisor with LPL Financial LLC in Jacksonville, FL. Danielle has been in the financial services industry since January 26, 2015. Prior to joining LPL Financial LLC, Danielle was affiliated with Commonwealth Financial Network and Fidelity Brokerage Services LLC. Danielle holds Series 63, Series 66, Series 7 and SIE securities licenses, as well as a license to conduct investment advisory business in Florida. Danielle also has experience with a variety of client types, including high-net-worth individuals, corporations and businesses, individuals, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
10/12/2023 - Present
LPL Financial LLC (JACKSONVILLE FL)
TN
11/13/2019 - 05/03/2022
COMMONWEALTH FINANCIAL NETWORK (Collierville TN)
FL
10/26/2015 - 06/04/2019
LPL FINANCIAL LLC (FLEMING ISLAND FL)
FL
04/21/2014 - 10/05/2015
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 10/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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