linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Danielle Romano Kovach

SEI Investments Distribution Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Danielle? Claim Your Profile

About Danielle Romano Kovach

Danielle Romano Kovach is a financial professional with over 20 years of experience in the industry. Danielle is currently registered with SEI Investments Distribution Co. and holds a Series 7, Series 24 and Series 63 license. In addition, Danielle holds the SIE designation. Previously, Danielle held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, FAM Distributors, Inc., Davis Distributors, LLC, Wachovia Securities, LLC, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States.

Firm Information

Danielle Kovach is currently registered with SEI Investments Distribution Co.. SEI Investments Distribution Co. is a Corporation formed in 1981 and approved in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Danielle Kovach’s Registration & Firm History

PA

10/26/2006 - Present

SEI Investments Distribution Co. (OAKS PA)

NY

06/20/2006 - 09/25/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

03/14/2006 - 09/25/2006

FAM DISTRIBUTORS, INC. (NEW YORK NY)

AZ

07/28/2004 - 11/04/2005

DAVIS DISTRIBUTORS, LLC (TUCSON AZ)

MO

02/06/2003 - 06/04/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

AZ

09/12/2000 - 06/10/2002

DAVIS DISTRIBUTORS, LLC (TUCSON AZ)

NY

04/13/1999 - 12/07/1999

AXA ADVISORS, LLC (NEW YORK NY)

NY

04/13/1999 - 12/07/1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Danielle Romano Kovach is right for you?

Licenses & Designations

BC

Issued 10/26/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danielle Romano Kovach.
Not sure if Danielle Romano Kovach is right for you?