Danielle Larsen, financial advisor Lincoln NE
90 score

Danielle Larsen

CRD Number: 5943778
Current Firm: Ubs Financial Services Inc.

Danielle Larsen (CRD# 5943778) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lincoln, NE and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Lincoln, NE Jun 2011 - Current 5
Adecco Lincoln, NE Jan 2011 - Jun 2011 < 1
Ruby Tuesday Restaurant Grand Island, NE Dec 2008 - Dec 2010 2
Petersen Farms Grand Island, NE Jun 2009 - Jul 2009 < 1
Saga Incorporated Hillsdale, MI Aug 2008 - Dec 2008 < 1
Ruby Tuesday Restaurant Grand Island, NE May 2008 - Aug 2008 < 1
Ymca Of Pikes Peak Region Falcon, CO Sep 2004 - Mar 2008 3
High Country Christian Academy Falcon, CO Aug 2001 - May 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Danielle P. Larsen
Phone Number: 201-352-3000
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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