Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Washington is a financial advisor registered with the state of Michigan. Danielle has been in the industry for over a decade, working at several firms, including J.P. Morgan Securities LLC, Citizens Securities, Inc., PRUCO Securities, LLC. and currently at Mariner Wealth. Danielle has a strong understanding of the financial industry and is dedicated to helping clients achieve their financial goals.
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.
Family office services
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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MI
03/12/2024 - Present
Mariner Wealth (Bloomfield Hills MI)
MI
10/01/2015 - 09/16/2016
PRUCO SECURITIES, LLC. (TROY MI)
MI
07/11/2013 - 09/23/2015
CITIZENS SECURITIES, INC. (MACOMB TOWNSHIP MI)
MI
10/01/2012 - 07/03/2013
J.P. MORGAN SECURITIES LLC (WARREN MI)
MI
10/10/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DETROIT MI)
IA
Issued 12/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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