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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 Nestor is a financial advisor with over 25 years of experience in the financial services industry. Danielle has worked at several prominent firms including UBS Financial Services, SunTrust Securities, and PaineWebber. Danielle holds Series 7, 9, 10, 63, and 66 licenses. Danielle is currently registered with Morgan Stanley and is located in Fort Lauderdale, FL. Danielle is dedicated to providing personalized financial advice to her clients to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/16/2021 - Present
Morgan Stanley (Fort Lauderdale FL)
NY
07/09/1999 - 05/06/2013
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
GA
05/08/1999 - 06/16/1999
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NJ
11/25/1998 - 04/19/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/21/1996 - 12/04/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 04/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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