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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Kalkman is a financial advisor at T. Rowe Price Associates, Inc., an investment firm based in Baltimore, Maryland. Danielle has been in the financial industry since May 2016 and has been registered with the state of California since July 22, 2022. She is a Registered Representative and Investment Advisor Representative. Danielle holds multiple industry licenses, including Series 6, 7, and 66, and is also qualified to provide investment advisory services. Danielle's primary area of focus is providing portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
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.
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2
CA
07/22/2022 - Present
T. Rowe Price Associates, Inc. (SAN FRANCISCO CA)
CO
06/19/2019 - 02/28/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
CO
05/17/2019 - 06/06/2019
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
11/03/2017 - 08/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLORADO SPRINGS CO)
CO
05/03/2016 - 01/04/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 10/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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