Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Lee Hanson is a financial advisor with over 9 years of experience in the industry. Danny is currently registered with RBC Capital Markets, LLC and is licensed in Arizona, California, Florida, Illinois, Iowa, New York, and Wisconsin. Danny is also a Certified Financial Planner and holds Series 66, 7, and SIE licenses. Prior to joining RBC Capital Markets, Danny has worked with other firms, such as Private Client Services, LLC, SII INVESTMENTS, INC. and LPL FINANCIAL LLC. Danny has experience working with individual clients as well as businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
WI
02/22/2021 - Present
RBC Capital Markets, LLC (STURGEON BAY WI)
WI
01/02/2018 - 03/01/2021
PRIVATE CLIENT SERVICES, LLC (STURGEON BAY WI)
WI
06/01/2016 - 12/31/2017
SII INVESTMENTS, INC. (STURGEON BAY WI)
WI
06/11/2014 - 06/15/2016
LPL FINANCIAL LLC (STURGEON BAY WI)
BOTH
Issued 09/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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