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 Takacs is a registered representative with Raymond James & Associates, Inc., with over 20 years of experience in the financial services industry. Danielle has worked with various firms including Morgan Stanley, UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and Datek Online Financial Services LLC. Danielle's expertise includes various investment areas, catering to individuals, high-net-worth individuals, corporations, and retirement planning needs.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NJ
08/10/2018 - Present
Raymond James & Associates, Inc. (MOUNT LAUREL NJ)
NJ
01/30/2014 - 08/13/2018
MORGAN STANLEY (MT. LAUREL NJ)
PA
03/20/2009 - 02/07/2014
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
PA
07/01/2003 - 03/23/2009
WACHOVIA SECURITIES, LLC (PHILADELPHIA PA)
NY
03/17/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/27/2002 - 09/26/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
BC
Issued 05/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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