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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 Yvonne Sorrenson is a registered investment advisor representative with Avantax Advisory Services, an investment advisory firm based in Dallas, Texas. Danielle is licensed in Texas. Danielle has been working in the financial services industry since 1998. Danielle holds several industry licenses, including Series 6, 7, 26, 63, and 66. Danielle has experience working with high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and individuals other than high-net-worth. Danielle provides a range of advisory services including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/26/2012 - Present
Avantax Advisory Services (KELLER TX)
TX
05/06/2009 - 07/22/2010
STANCORP EQUITIES, INC. (PLANO TX)
NY
05/02/2007 - 04/02/2009
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
TX
10/21/2002 - 04/13/2007
GWFS EQUITIES, INC. (KELLER TX)
CO
07/01/1997 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
NY
12/19/1996 - 03/20/1997
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 11/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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