Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Danielson is a financial advisor with over 40 years of experience in the financial services industry. Deborah is a registered representative with LPL Financial LLC and holds a Series 7, Series 24, Series 51, Series 63 and Series 65 licenses. Deborah has extensive experience in financial planning, portfolio management, and providing non-variable insurance and annuities. Deborah is committed to helping her clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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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NV
01/05/2021 - Present
LPL Financial LLC (LAS VEGAS NV)
IA
Issued 12/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/05/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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