Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Nicole Andrew is a financial professional with over 9 years of experience in the industry. Danielle is registered with Wells Fargo Clearing Services, LLC and has a Series 6, 7, 63 and 66 license as well as the SIE. Danielle has also been registered to provide investment advice in various states. The advisor is associated with the San Diego, CA office of Wells Fargo Clearing Services, LLC. Danielle has a strong track record of success in providing financial guidance to individuals and businesses. Danielle is dedicated to helping clients achieve their financial goals and providing them with the personalized service they deserve.
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.
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.
Investment consulting services to institutional clients
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
CA
12/23/2019 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
BOTH
Issued 12/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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