Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Agresta is a registered representative with CCO Capital, LLC in Phoenix, Arizona. Danielle has been in the financial services industry since November 2019. Danielle is a Series 7TO, Series 63, and SIE licensed advisor. Prior to joining CCO Capital, LLC, Danielle worked for Goldman Sachs & Co. LLC in Cohoes, New York. Danielle is registered with the states of Arizona and California.
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.
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.
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AZ
06/07/2024 - Present
CCO Capital, LLC (PHOENIX AZ)
NY
11/22/2019 - 06/27/2024
GOLDMAN SACHS & CO. LLC (COHOES NY)
BC
Issued 01/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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