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 Howard is a financial advisor in Glenwood Springs, Colorado. Danielle has been working in the financial industry since July 20, 1997. Danielle is currently registered with Cambridge Investment Research Advisors, Inc. Danielle is also a registered representative of Cambridge Investment Research, Inc. Danielle has been registered with Cambridge Investment Research Advisors, Inc. since March 4, 2014. Previously, Danielle was a registered representative of Financial Network Investment Corporation, ING Financial Partners, Inc., and Princor Financial Services Corporation. Danielle has Series 6, 7, 63, and 66 securities licenses and a SIE exam. Danielle is a member of the Colorado Bar and has experience working in real estate, insurance, and property management. Danielle is also a published author.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
03/04/2014 - Present
Cambridge Investment Research Advisors, Inc. (Glenwood Springs CO)
CO
01/22/2007 - 01/28/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (BASALT CO)
CO
05/19/2000 - 12/31/2006
ING FINANCIAL PARTNERS, INC. (BASALT CO)
IA
06/30/1997 - 06/05/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 06/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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