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Danielle Maria Pagano

Brookfield Oaktree Wealth Solutions LLC

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About Danielle Maria Pagano

Danielle Maria Pagano is a financial professional with over 12 years of experience in the industry. Danielle is currently registered with Brookfield Oaktree Wealth Solutions LLC, a firm she joined in April 2024. Prior to that, Danielle was registered with BNY Mellon Securities Corporation from May 2017 to October 2019. Danielle's background includes experience at Nuveen Securities, LLC and AllianceBernstein Investments, Inc. Danielle holds the Series 7, 6, 63, 24 and SIE licenses.

Firm Information

Danielle Pagano is currently registered with Brookfield Oaktree Wealth Solutions LLC. Brookfield Oaktree Wealth Solutions LLC is a Limited Liability Company formed on February 4, 2021. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Danielle Pagano’s Registration & Firm History

NY

04/10/2024 - Present

Brookfield Oaktree Wealth Solutions LLC (New York NY)

NY

05/25/2017 - 10/30/2019

BNY MELLON SECURITIES CORPORATION (NEW YORK NY)

NY

02/20/2012 - 04/18/2017

NUVEEN SECURITIES, LLC (NEW YORK NY)

NY

02/21/2003 - 03/14/2008

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/02/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2024

Series 24 - General Securities Principal Examination

BC

Issued 01/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/04/2024

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2012

Series 7 - General Securities Representative Examination

BC

Issued 02/19/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danielle Maria Pagano.
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