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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dannell? Claim Your ProfileDannell Stuart is an Investment Advisor Representative with Mission Wealth Management, LP in SANTA BARBARA, CA. Dannell has been in the industry since 1996. Dannell has passed the Series 6, 7, 24, 26 and 63 exams. Dannell is a Certified Financial Planner. Dannell is currently registered with the state of California. Dannell was previously registered with National Planning Corporation, Securities America, Inc., Brecek & Young Advisors, Inc., and Aragon Financial Services, Inc.. Dannell's areas of expertise include Family Wealth Management.
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.
Family wealth management
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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2
CA
07/02/2010 - Present
Mission Wealth Management, LP (SANTA BARBARA CA)
CA
06/24/2010 - 09/24/2013
NATIONAL PLANNING CORPORATION (SANTA BARBARA CA)
CA
01/23/2009 - 06/22/2010
SECURITIES AMERICA, INC. (SANTA BARBARA CA)
CA
12/16/1999 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (SANTA BARBARA CA)
CA
10/25/1996 - 12/07/1999
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 04/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 12/10/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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