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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniette? Claim Your ProfileDaniette Williams-cerda is a financial advisor with Edward Jones. Daniette has been in the industry since October 10, 2012, and has experience working with J.P. MORGAN SECURITIES LLC, CITIGROUP GLOBAL MARKETS INC. and CHASE INVESTMENT SERVICES CORP. Daniette has a Series 6, 7TO, 63, 66 and SIE. Daniette specializes in providing financial advice and services to individuals, businesses, corporations, partnerships, investment clubs, limited liability companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
See schedule d - miscellaneous
1
2
IL
06/20/2022 - Present
Edward Jones (YORKVILLE IL)
IL
10/01/2018 - 11/22/2021
J.P. MORGAN SECURITIES LLC (AURORA IL)
IL
05/10/2014 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (NORTH AURORA IL)
IL
10/01/2012 - 08/26/2013
J.P. MORGAN SECURITIES LLC (WARRENVILLE IL)
IL
04/30/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WARRENVILLE IL)
BOTH
Issued 04/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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