Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Midori Uemura is an Investment Advisor Representative with Coldstream Wealth Management in Bellevue, WA. Danielle holds a Series 65 license, obtained in October 2023. Prior to joining Coldstream Wealth Management, Danielle worked at Enterprise Rent a Car, Forever 21, and Oshima Surf, and also attended Western Washington University.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
10/07/2023 - Present
Coldstream Wealth Management (BELLEVUE WA)
IA
Issued 10/07/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Danielle Uemura is the right advisor for you? Invested Better is here to help.
