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 Thompson is a financial advisor who has been in the industry since 2012. Danielle is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Danielle is also a registered representative in Indiana and Ohio. Previously, Danielle was registered with OSAIC INSTITUTIONS, INC. in Indiana and WELLS FARGO CLEARING SERVICES, LLC in Ohio. Danielle has a variety of licenses and certifications including Series 6, 7, 63, and 65. Danielle holds a SIE license.
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.
Consulting and other non-discretionary advisory services
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.
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2
IN
02/01/2024 - Present
LPL Financial LLC (Bluffton IN)
IN
12/21/2018 - 02/01/2024
OSAIC INSTITUTIONS, INC. (Bluffton IN)
OH
06/29/2012 - 12/03/2018
WELLS FARGO CLEARING SERVICES, LLC (VAN WERT OH)
IA
Issued 08/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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