Danielle Banks (CRD# 7215020) is an Investment Advisor Representative working at Sofi Wealth LLC in Jacksonville, FL and has over 3 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sofi Securities, LLC | San Francisco, CA | Apr 2021 - Current | 3 |
| Sofi Wealth, LLC | San Francisco, CA | Apr 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Jan 2020 - Apr 2021 | 1 |
| Tramichi | St. Simons Island, GA | Nov 2018 - Dec 2019 | 1 |
| Southeast Adventure Outfitters | St. Simons Island, GA | Mar 2016 - Dec 2019 | 3 |
| College Of Costal Georgia | Brunswick, GA | Aug 2015 - Dec 2019 | 4 |
| Mellow Mushroom | St. Simons Island, GA | Aug 2017 - Nov 2017 | < 1 |
| King And Prince/mmi Hospitality Group | St. Simons Island, GA | May 2017 - Aug 2017 | < 1 |
| Emerald Princess | Brunswick, GA | Mar 2017 - Apr 2017 | < 1 |
| Peak Pursuits | St. Simons Island, GA | Nov 2015 - Jan 2017 | 1 |
| Cilantro's | St. Simon's Island, GA | Jul 2016 - Sep 2016 | < 1 |
| Kennesaw Mountain Highschool | Kennesaw, GA | Jan 2010 - Nov 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- FL
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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