Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Rose O'Brien is an Investment Advisor Representative with Janney Montgomery Scott LLC. Danielle is registered to provide investment advisory services in Tennessee and Texas. Danielle has been working in the financial services industry since 2009. Danielle Rose O'Brien is also a registered representative with FINRA. Danielle holds a Series 63, 66, 7, and 79TO securities license. Danielle's specializations include providing financial planning, portfolio management, and pension consulting services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
TN
09/12/2018 - Present
Janney Montgomery Scott LLC (Franklin TN)
TN
03/19/2013 - 05/15/2018
AVONDALE PARTNERS, LLC (NASHVILLE TN)
NY
04/29/2010 - 04/05/2013
JEGI LLC (NEW YORK NY)
NY
01/14/2009 - 10/09/2009
MAX INTERNATIONAL BROKER/DEALER CORP. (NEW YORK NY)
BOTH
Issued 01/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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