Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Zelaya is a financial advisor with Wells Fargo Clearing Services, LLC. Danny has been in the financial services industry since March 3, 2011 and has a proven track record of success. Danny holds the Series 66, 10, 9, 7 and SIE licenses and has experience working with individuals, corporations, charitable organizations, and institutional clients. Danny is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Danny Zelaya is based out of the Wells Fargo Clearing Services, LLC location at 50 W FERNANDO ST. 15TH FL, STE 1500 in SAN JOSE, CA.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
05/19/2023 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
05/02/2019 - 05/15/2023
J.P. MORGAN SECURITIES LLC (Irvine CA)
CA
12/06/2017 - 11/29/2018
LPL FINANCIAL LLC (SANTA ANA CA)
CA
09/09/2010 - 11/14/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIVERSIDE CA)
BOTH
Issued 09/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, 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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