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 Niderost is an investment advisor representative who has been in the industry since 2015. Danielle is currently registered with Eagle Strategies LLC. Danielle has earned the Series 6, Series 7, Series 63, and Series 65 licenses. Danielle is also registered with the states of California, Maine, Tennessee, Utah, Washington, and Wisconsin. In addition to her role at Eagle Strategies LLC, Danielle also owns and operates Chateau Financial Strategies & Insurance Solutions, where she sells New York Life products and services and brokers non-registered insurance products. Danielle is experienced in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
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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CA
01/01/2025 - Present
Eagle Strategies LLC (ST HELENA CA)
IA
Issued 05/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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