Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Marie Gleason is a financial advisor with Raymond James Financial Services, Inc. Danielle has been in the financial services industry since 2005 and has experience working with UBS Financial Services Inc. and VeraVest Investments, Inc.. Danielle is licensed to provide financial services in Massachusetts.
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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2
MA
07/20/2018 - Present
Raymond James Financial Services, Inc. (Westborough MA)
MA
05/03/2012 - 07/31/2018
UBS FINANCIAL SERVICES INC. (WORCESTER MA)
MA
06/29/1999 - 08/23/2006
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 10/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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