Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny James Embrey is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Danny has been in the industry since December 2006. Danny currently holds a Series 7, Series 66, and SIE. Danny's previous firms include SunTrust Investment Services, Inc., Capital One Investment Services LLC, and Chevy Chase Financial Services. Danny has experience in portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Danny is registered in Alabama, California, Colorado, Delaware, District of Columbia, Florida, Maryland, Minnesota, New Jersey, New Mexico, New York, Pennsylvania, Tennessee, Texas, Vermont, Virginia, and West Virginia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MD
12/13/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTH BETHESDA MD)
MD
06/03/2013 - 12/20/2018
SUNTRUST INVESTMENT SERVICES, INC. (GERMANTOWN MD)
MD
04/26/2010 - 06/17/2013
CAPITAL ONE INVESTMENT SERVICES LLC (WHEATON MD)
MD
01/01/2007 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
BOTH
Issued 04/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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