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Danielle Marie Reitz

Facet

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About Danielle Marie Reitz

Danielle Marie Reitz is a financial advisor at Facet Wealth. Danielle has been in the financial industry since 1998. She has a Series 7 and Series 63 license. Danielle is also a Certified Financial Planner and Chartered Financial Consultant. Facet Wealth is a registered investment advisor with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Danielle Reitz is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Danielle Reitz’s Registration & Firm History

MD

10/31/2018 - Present

Facet (BALTIMORE MD)

VA

08/02/2017 - 10/22/2018

ICMA-RC SERVICES, LLC (Richmond VA)

TX

06/30/2006 - 06/22/2017

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

AZ

01/22/2002 - 05/30/2006

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

TX

08/29/2000 - 07/05/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MN

01/28/1998 - 10/29/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/28/1998 - 10/29/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 01/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Danielle Marie Reitz.
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