Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Montagnesi is a registered representative with Raymond James & Associates, Inc. Danielle has been in the financial services industry since December 9, 2007. Danielle has held previous positions with Deutsche Bank Securities Inc., Barclays Capital Inc., Bear Wagner Specialists LLC, and HBH Specialists LLC. Danielle is licensed to sell securities in the state of New York. Danielle holds the Series 7, Series 57TO, and SIE licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NY
09/27/2019 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NY
05/31/2016 - 09/11/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
03/23/2009 - 05/16/2016
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
11/10/2006 - 04/01/2009
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
11/10/2006 - 03/20/2009
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
01/12/2007 - 02/13/2008
HBH SPECIALISTS LLC (NEW YORK NY)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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