Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle R. Page has been a registered representative in the financial services industry for over 39 years. Danielle has a wide range of experience, working previously at UBS Financial Services Inc., Shearson Lehman Hutton Inc., and E.F. Hutton & Company Inc. Danielle currently holds the Series 7, 63 and 66 licenses. Danielle is currently affiliated with Raymond James & Associates, Inc. Danielle R. Page has worked at Raymond James & Associates, Inc. since 2008.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
04/01/2014 - Present
Raymond James & Associates, Inc. (JENKINTOWN PA)
PA
07/31/1989 - 02/08/2008
UBS FINANCIAL SERVICES INC. (RYDAL PA)
NY
04/11/1988 - 08/21/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
09/24/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 10/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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