Unclaimed
Danielle Nicole Dennis Grady has been in the financial services industry since 1993. Danielle is currently registered with Cetera Investment Advisers LLC. Danielle has held licenses in 14 states. Danielle has experience as an independent insurance agent and is the president of Dennis Insurance Group. Danielle specializes in fixed insurance products, and is a member of United Benefit Advisors. Danielle provides financial planning, portfolio management, and pension consulting to clients.
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
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 6/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/5/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
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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