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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Shirleyann Holmes is a financial advisor with Commonwealth Financial Network. Danielle has been in the financial services industry since 2007. Danielle has experience working with high-net-worth individuals, corporations, and charitable organizations. Danielle is a Registered Representative with FINRA and a Registered Investment Advisor with the state of Massachusetts. Danielle also holds a Series 7, Series 63, Series 65, and Series 24 licenses. Danielle provides financial planning, portfolio management, and investment advisory services. Danielle also develops and presents ethical wills workshops.
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.
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2
MA
03/18/2013 - Present
Commonwealth Financial Network (AMESBURY MA)
MA
09/15/1995 - 12/31/1999
CANTELLA & CO., INC. (MALDEN MA)
NY
10/27/1994 - 05/15/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 01/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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