Unclaimed
Danielle Marie Burton is a financial advisor with Cetera Investment Advisers LLC, with over 15 years of experience in the industry. Danielle has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Prior to joining Cetera Investment Advisers LLC, Danielle held positions at LPL FINANCIAL LLC and FSC SECURITIES CORPORATION. Danielle holds the Series 7 and Series 66 licenses and the SIE exam. Danielle's expertise includes financial planning, retirement planning, college savings, investment management, and insurance. Danielle is committed to building long-term relationships with her clients, and her goal is to help them achieve their financial goals.
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.
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.
1
2
IL
03/21/2024 - Present
Cetera Investment Advisers LLC (Oak Brook IL)
IL
04/28/2016 - 03/21/2019
LPL FINANCIAL LLC (ORLAND PARK IL)
IL
11/29/2012 - 05/02/2016
FSC SECURITIES CORPORATION (ORLAND PARK IL)
WI
06/18/2008 - 11/30/2012
THE O.N. EQUITY SALES COMPANY (OSHKOSH WI)
BOTH
Issued 5/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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