Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marijo? Claim Your ProfileMarijo Danis has been in the financial services industry since 1999 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Marijo is a licensed investment advisor representative in Texas and Connecticut. She is also registered in many other states. Marijo has prior experience at UBS Financial Services Inc. and J.P. Morgan Securities LLC. Marijo specializes in offering investment advisory services and has a strong background in the securities industry. Marijo's focus is on providing personalized investment solutions to individuals, businesses, and institutions.
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
MA
06/17/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WELLESLEY HILLS MA)
MA
02/21/2014 - 06/22/2015
UBS FINANCIAL SERVICES INC. (WELLESLEY MA)
MA
06/17/2013 - 02/20/2014
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
10/23/2009 - 06/14/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)
MA
06/07/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWTON MA)
MA
05/05/1998 - 08/02/2005
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
IA
Issued 11/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/04/1998
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
Not sure Marijo Danis is the right advisor for you? Invested Better is here to help.
