Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Traylor is an active investment advisor representative with Money Concepts Capital Corp. Danielle has been in the industry since 1998 and holds licenses in Arkansas and Texas. Danielle is also a partner at Bockmon Insurance Agency Texarkana, Inc. and a real estate partner in several other businesses. Money Concepts Capital Corp. provides advisory services to individuals, businesses, and trusts, offering financial planning and portfolio management services. The firm's assets under management are over $2.9 billion.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
03/17/2016 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
TX
04/22/2014 - 03/21/2016
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Longview TX)
TX
04/29/2009 - 12/31/2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (LONGVIEW TX)
TX
10/29/2008 - 04/29/2009
MUTUAL SERVICE CORPORATION (LONGVIEW TX)
TX
04/25/2007 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LONGVIEW TX)
TX
03/03/1998 - 03/06/2007
PRUCO SECURITIES, LLC. (LONGVIEW TX)
AZ
09/24/1997 - 01/21/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 09/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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