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DN

Danielle M. Nadolski-holley

PURSHE KAPLAN STERLING INVESTMENTS
Valley View, OH 44125
Some features on this profile are disabled
CRD#: 2508638
DN

Professional summary

Danielle Marie Nadolski-holley, who also goes by Danielle Marie Klepacki, Danielle Marie Nadolski, is a registered financial professional currently at PURSHE KAPLAN STERLING INVESTMENTS located in Valley View, Ohio.

Danielle is registered as a RR (Registered Representative) and started their career in finance in 2002. Danielle has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Danielle Marie Klepacki | Danielle Marie Nadolski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Danielle Marie Nadolski-holley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 19, 2024 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 9035 Sweet Valley Drive, Valley View, OH 44125
BD
CRD#: 35747
Valley View, OH
Past

February 21, 2020 - August 19, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
Valley View, OH
Past

September 21, 2011 - November 18, 2019

PNC CAPITAL ADVISORS LLC

RIA
CRD#: 151829
CLEVELAND, OH
Past

November 3, 2009 - November 20, 2019

FORESIDE DISTRIBUTION SOLUTIONS, LLC

BD
CRD#: 118787
CLEVELAND, OH
Past

June 9, 2008 - October 30, 2009

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
CLEVELAND, OH
Past

March 12, 2002 - October 30, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(8/19/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/28/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/25/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/2/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/23/2001
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PK
PURSHE KAPLAN STERLING INVESTMENTS
PURSHE KAPLAN STERLING INVESTMENTS | SARATOGA 21ST, LTD. | PURSHE KAPLAN STERLING INVESTMENTS, INC.

CRD#: 35747 / SEC#: , 8-46844

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
80 State Street, Albany, NY 12207
Mailing Address
80 State Street, Albany, NY 12207
Phone number
(518) 436-3536
Established
New York since 12/16/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PKS HOLDINGS, LLCHOLDING CO.
BOHLEY, TRACEY LEACHIEF FINANCIAL OFFICER4826937
FLOUTON, KATHERINE MARIEPRESIDENT4405001
KVAM, PETER DAVIDCHIEF COMPLIANCE OFFICER4301918
MOTTA, CHRISTOPHER JOHNCOO2741133
PURCELL, JOHN PETERC.E.O.1664678

Disclosures

Regulatory Event11
Arbitration2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747Valley View, OH 44125

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