Dannielle Roberts, financial advisor Sulligent AL

Dannielle Roberts

CRD Number: 6170514
Current Firm: Mwa Financial Services, Inc.

Dannielle Roberts (CRD# 6170514) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Sulligent, AL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mwa Financial Services Inc. Rock Island, IL Mar 2013 - Current 8
Modern Woodmen Of America Rock Island, IL May 2012 - Current 9
Prographics Columbus, MS Jun 2011 - Mar 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Dannielle W. Roberts
Phone Number: 309-558-3100
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    65
    MILLIONS
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $174,120
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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