Unclaimed
Danielle Vandehaar is an investment advisor representative with Arete Wealth Advisors, LLC in Chicago, Illinois. Danielle has been in the industry since 2007 and has a combined 10 years of experience. Danielle has passed both the Series 7 and the Series 66 exams, indicating a breadth of knowledge in securities markets and investments. Danielle has prior experience with DeWaay Financial Network, LLC and MetLife Securities Inc.. Danielle specializes in portfolio management, financial planning and pension consulting.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
08/24/2012 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
IA
02/29/2012 - 08/24/2012
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
IA
02/02/2012 - 03/06/2012
LPL FINANCIAL LLC (WEST DES MOINES IA)
IA
02/11/2011 - 02/02/2012
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
MA
08/30/2010 - 12/15/2010
METLIFE SECURITIES INC. (SPRINGFIELD MA)
IA
04/30/2009 - 12/15/2010
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)
IA
09/24/2007 - 03/12/2009
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
BOTH
Issued 08/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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