Arielle DanielsCRD Number: 5488579
Current Firm: Advice And Planning Services
Arielle Daniels (CRD# 5488579) is an Investment Advisor Representative working at Advice And Planning Services in Pasadena, CA and has over 6 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Tiaa||Pasadena, CA||Feb 2014 - Current||3|
|Tiaa-cref Individual & Institutional Services, LLC||Pasadena, CA||Feb 2014 - Current||3|
|The Vanguard Group, Inc.||Malvern, PA||Jan 2011 - Feb 2014||3|
|Unemployed||Altadena, CA||Apr 2010 - Jan 2011||< 1|
|Appleone Employment Agency||Glendale, CA||Apr 2009 - Apr 2010||1|
|Unemployed||Altadena, CA||Nov 2008 - Apr 2009||< 1|
|Northwestern Mutual Investment Services, LLC||Los Angeles, CA||Oct 2008 - Nov 2008||< 1|
|Jordan Greenhut||Los Angeles, CA||Jan 2008 - Nov 2008||< 1|
|University Nevada Las Vegas||Las Vegas, NV||Jan 2005 - Dec 2007||2|
|Dillards||Las Vegas, NV||Dec 2006 - Jun 2007||< 1|
|Red Lobster||Las Vegas, NV||Jun 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
|S63||Uniform Securities State Law Examination||Feb 2011|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.