Danna Rosenfield (CRD# 6678760) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Thousand Oaks, CA and has over 7 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Thousand Oaks, CA | Aug 2018 - Current | 5 |
| Oppenheimer Inc & Company | Tel Aviv, | Jan 2018 - May 2018 | < 1 |
| Dfpg Investments, Inc. | Sandy, UT | Oct 2017 - Dec 2017 | < 1 |
| American Financial Network | Calabsas, CA | Jul 2016 - Dec 2017 | 1 |
| American Financial Network, LLC | Calabasas, CA | Jul 2016 - Dec 2017 | 1 |
| American Financial Network, LLC | Calabasas, CA | Jun 2016 - Dec 2017 | 1 |
| United Planners' Financial Services Of America | Scottsdale, AZ | Apr 2017 - Oct 2017 | < 1 |
| United Planners Financial Services | Scottsdale, AZ | Jun 2016 - Apr 2017 | < 1 |
| Cal State Northridge | Northridge, CA | Jan 2015 - Jun 2016 | 1 |
| Pierce Community College | Woodland Hills, CA | Jan 2012 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- CA
- NV
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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