Unclaimed
Danniele Barker is a financial advisor who has been in the industry since 2008. Danniele is currently registered with Park Avenue Securities LLC in Crestview, Florida and Atlanta, Georgia. Previously, Danniele was registered with Northwestern Mutual Investment Services, LLC in Ridgeland, Mississippi. Danniele holds several licenses, including Series 7, 6, 63, 66, 9, 10, 24 and SIE. Danniele is also a Registered Investment Advisor in Florida and Mississippi.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
FL
02/28/2018 - Present
Park Avenue Securities LLC (CRESTVIEW FL)
MS
05/09/2008 - 01/02/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Ridgeland MS)
BOTH
Issued 04/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/21/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/04/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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