Danna Rosenfield, financial advisor Thousand Oaks CA

Danna Rosenfield

CRD Number: 6678760
Current Firm: Fidelity Personal And Workplace Advisors

Danna Rosenfield (CRD# 6678760) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Thousand Oaks, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Thousand Oaks, CA Aug 2018 - Current 2
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
Feld Entertainment Inc. Vienna, VA Jan 2013 - Apr 2013 < 1
Cast & Crew Production Services Burbank, CA Dec 2012 - Dec 2012 < 1
New Caps LLC Northbrook, IL Feb 2012 - Feb 2012 < 1
School Oak Park, CA Jun 2010 - Feb 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2017
Contact Info for Danna J. Rosenfield
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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