Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Llamas is a financial advisor with over 25 years of experience in the financial services industry. Danielle is currently registered with Western International Securities, Inc. and is located in Pasadena, CA. Danielle has a strong track record of helping individuals and families achieve their financial goals. Danielle has specialized knowledge in providing financial advice to clients of all ages and backgrounds.
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
CA
01/07/2010 - Present
Western International Securities, Inc. (Pasadena CA)
CA
09/17/1997 - 11/13/2009
ASSOCIATED SECURITIES CORP. (EL SEGUNDO CA)
BC
Issued 09/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Danielle Llamas is the right advisor for you? Invested Better is here to help.
