Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dannielle? Claim Your ProfileDannielle Roberts is a financial advisor with MWA Financial Services Inc. Dannielle has been in the financial industry since 2013 and has experience in both the brokerage and investment advisory fields. Dannielle is registered with the state of Alabama as both a broker-dealer and an investment advisor. Dannielle is also registered in several other states as a broker-dealer. Dannielle specializes in providing financial planning, portfolio management, and selection of other advisors. Dannielle's client base is primarily made up of individuals and businesses. Dannielle works out of the Sulligent, Alabama office of MWA Financial Services Inc. Dannielle is committed to providing her clients with the highest level of service and expertise.
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.
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.
1
2
AL
08/08/2019 - Present
MWA Financial Services Inc. (SULLIGENT AL)
BOTH
Issued 07/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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