Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Nichole DeLong is an Investment Advisor Representative with AE Wealth Management, LLC. Danielle has been in the financial services industry for nine years. Danielle has Series 6, 63 and 65 licenses. Danielle's previous experience includes working for Wells Fargo Clearing Services, LLC. Danielle has a background in insurance sales and services. Danielle is registered to provide investment advisory services in Illinois.
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.
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2
IL
08/30/2023 - Present
AE Wealth Management, LLC (Morton IL)
IL
06/11/2018 - 02/23/2023
WELLS FARGO CLEARING SERVICES, LLC (PEORIA IL)
FL
08/29/2014 - 09/20/2017
WELLS FARGO CLEARING SERVICES, LLC (TAVARES FL)
IA
Issued 07/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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