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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Mary Plumb is a financial advisor with Fidelity Personal and Workplace Advisors. Danielle has been in the financial services industry since June 7, 2000 and is registered with FINRA as a registered representative and is licensed to provide investment advice in Colorado and Texas. Danielle has previously worked at T. Rowe Price Investment Services, Inc. and Bear, Stearns & Co. Inc. Danielle is a Certified Financial Planner and has a wide range of experience providing financial planning services to individuals and businesses. Danielle is committed to helping clients reach their financial goals.
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.
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.
1
2
CO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WETMORE CO)
CO
09/25/2002 - 03/04/2011
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
NY
09/02/1998 - 01/19/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 04/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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