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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Nicole Dennis Grady is a financial advisor with over 29 years of experience in the financial industry. Danielle has been with Cetera Investment Advisers LLC since June 2023 and has a broad range of experience, including investment advising, insurance sales, and fixed insurance sales. Danielle is licensed to provide financial services in a number of states, including North Carolina, Texas, California, Florida, Ohio, and Virginia. Danielle specializes in financial planning, portfolio management, and retirement planning.
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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NC
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENSBORO NC)
NC
10/18/1993 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GREENSBORO NC)
IA
Issued 06/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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