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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 Orenstein Jacobson is a financial advisor with Morgan Stanley. Danielle has been working in the financial industry since September 20, 1998. Prior to joining Morgan Stanley, Danielle worked at National Securities Corporation, Winslow, Evans & Crocker, Inc., Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Danielle is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and is licensed to provide financial services in multiple states. Danielle specializes in working with individuals, families, businesses, and institutions. Danielle provides a wide range of financial services, including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management.
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
NJ
03/17/2022 - Present
Morgan Stanley (Paramus NJ)
NJ
03/20/2021 - 03/02/2022
NATIONAL SECURITIES CORPORATION (PARAMUS NJ)
NJ
10/05/2018 - 04/13/2021
WINSLOW, EVANS & CROCKER, INC. (Paramus NJ)
NJ
06/01/2009 - 10/09/2018
MORGAN STANLEY (PARAMUS NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PARAMUS NJ)
NJ
12/14/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PARAMUS NJ)
NJ
10/21/1999 - 12/20/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/08/1999 - 10/22/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/24/1998 - 03/15/1999
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
07/27/1998 - 12/04/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
IA
Issued 02/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/23/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1998
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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