Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Valencia is a financial professional with Pacific Select Distributors, LLC. Danielle holds Series 6, 7, 63 and 66 securities licenses as well as the SIE exam. Danielle has been in the financial services industry since 2018 and has experience working with Wells Fargo Clearing Services, LLC.
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.
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.
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CA
02/15/2023 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
WY
05/02/2018 - 11/05/2020
WELLS FARGO CLEARING SERVICES, LLC (CHEYENNE WY)
BOTH
Issued 02/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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