Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Coryer is a registered investment advisor representative with Beacon Capital Management, LLC. Danielle has been in the securities industry since 2007. Danielle has a Series 66 and Series 7 license. Before joining Beacon Capital Management, LLC, Danielle worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James Financial Services, Inc., Morgan Stanley, Waddell & Reed, Inc., and Wells Fargo Advisors, LLC. Danielle specializes in portfolio management for individuals and financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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TN
01/21/2022 - Present
Beacon Capital Management, LLC (FRANKLIN TN)
TN
02/14/2019 - 01/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
TN
06/22/2018 - 10/02/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
CA
12/11/2013 - 09/02/2016
MORGAN STANLEY (SAN RAFAEL CA)
CA
10/11/2012 - 10/08/2013
WADDELL & REED, INC. (NAPA CA)
CA
06/13/2012 - 10/04/2012
WELLS FARGO ADVISORS, LLC (SAN RAFAEL CA)
CA
05/25/2012 - 06/14/2012
WADDELL & REED, INC. (SACRAMENTO CA)
OR
06/10/2010 - 05/22/2012
CHASE INVESTMENT SERVICES CORP. (MEDFORD OR)
CA
10/07/2009 - 05/18/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
CA
01/01/2008 - 09/03/2009
WELLS FARGO ADVISORS, LLC (ROSEVILLE CA)
CA
07/24/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SACRAMENTO CA)
BOTH
Issued 08/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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