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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 Barrios is a financial advisor with over 15 years of experience in the industry. Danielle has worked for several large financial institutions, including UBS Financial Services Inc., Wells Fargo Investments, LLC, J.P. Morgan Securities LLC, and Morgan Stanley. Danielle is a Certified Financial Planner and has passed numerous securities exams, including the Series 66, Series 9, SIE, and Series 7. Danielle is currently registered with Morgan Stanley as an investment advisor and is licensed in over 30 states. Danielle specializes in portfolio management for individuals, businesses, and investment companies. Danielle also provides financial planning and asset allocation advice to her 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.
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
CA
09/15/2023 - Present
Morgan Stanley (Beverly Hills CA)
DC
10/08/2019 - 08/19/2023
J.P. MORGAN SECURITIES LLC (Washington DC)
DC
04/17/2009 - 09/30/2019
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
CA
05/13/2008 - 04/28/2009
WELLS FARGO INVESTMENTS, LLC (BEVERLY HILLS CA)
BOTH
Issued 07/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
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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