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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dannette? Claim Your ProfileDannette Marie Trivisonno is a financial advisor in Las Vegas, Nevada, with over 34 years of experience in the industry. Dannette currently works for UBS Financial Services Inc. and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Paine Webber Incorporated and Fidelity Financial Group, Inc. Dannette has worked with clients of all sizes, including individuals, high-net-worth individuals, corporations, and charitable organizations. She offers a variety of financial services, including portfolio management, financial planning, and educational seminars. Dannette holds Series 3, 7, and 63 licenses, as well as the SIE and Series 65 licenses. She is registered with the state of Nevada and Texas as both a broker-dealer and investment advisor representative.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NV
09/03/2019 - Present
UBS Financial Services Inc. (LAS VEGAS NV)
NV
10/21/1993 - 05/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
NA
06/21/1989 - 10/25/1993
PAINEWEBBER INCORPORATED
NJ
12/22/1987 - 10/25/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NV
06/15/1988 - 07/15/1989
FIDELITY FINANCIAL GROUP, INC. (LAS VEGAS NV)
IA
Issued 03/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2009
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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