Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Renee Rolfes is a financial professional with over 20 years of experience in the financial services industry. Danielle is currently registered with Oneamerica Securities, Inc. in Indianapolis, IN. Previously, Danielle has held positions at various firms including The Leaders Group, Inc., Saybrus Equity Services, Inc, U.S. Bancorp Investments, Inc., Firstar Investment Services,INC. and American United Life Insurance Company. Danielle holds the Series 6, Series 63 and SIE licenses. Danielle specializes in portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars.
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
IN
01/08/2018 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CO
08/19/2016 - 12/31/2017
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
03/06/2013 - 07/05/2016
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
CO
06/11/2009 - 06/10/2010
THE LEADERS GROUP, INC. (LITTLETON CO)
MO
12/01/2001 - 05/04/2009
U.S. BANCORP INVESTMENTS, INC. (DES PERES MO)
NJ
09/15/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IN
06/14/1999 - 11/06/2000
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
06/14/1999 - 11/06/2000
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
BC
Issued 03/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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