Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle McClenahan is a financial advisor with over 20 years of experience in the industry. Danielle is currently registered with Osaic Wealth, Inc. in Wisconsin and has held previous roles at various firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., SII Investments, Inc., and Investment Centers of America, Inc.. Danielle is a Series 66, Series 7, and Series 24 licensed professional and has a strong background in financial planning, portfolio management, and pension consulting. Danielle specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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AZ
08/31/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/07/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
WI
06/05/2018 - 06/14/2024
SECURITIES AMERICA, INC. (APPLETON WI)
MN
02/07/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/07/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/07/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
WI
10/14/2010 - 04/24/2018
SII INVESTMENTS, INC. (APPLETON WI)
MT
12/09/2003 - 04/24/2018
INVESTMENT CENTERS OF AMERICA, INC. (KALISPELL MT)
BOTH
Issued 08/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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