Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Scepkowski is an investment advisor representative with Cetera Investment Advisers LLC. Danielle has been in the industry since March 2012 and has been with Cetera Investment Advisers LLC since June 2024. Prior to Cetera Investment Advisers LLC, Danielle worked at Securian Financial Services, Inc. and New England Securities. Danielle holds Series 6, 7, 24, 63, and 66 licenses. Danielle's specializations include financial planning, portfolio management for individuals and businesses, and educational seminars. Danielle is registered with the following states: Connecticut, Massachusetts, New Jersey, and New York.
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.
1
2
NJ
06/20/2024 - Present
Cetera Investment Advisers LLC (Morristown NJ)
NJ
08/17/2012 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
NJ
02/23/2011 - 07/13/2011
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
BOTH
Issued 06/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Danielle Scepkowski is the right advisor for you? Invested Better is here to help.
