Danielle L. Halliday
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Danielle Lee Halliday, who also goes by Danielle L Gildner, Danielle L Grezeszak, Danielle Lee Grezeszak, Danielle Halliday, was a registered financial professional .
Danielle is a previously registered financial professional and started their career in finance in 2007. Danielle had worked at 5 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7TO, Series 7 and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 15, 2020 - July 2, 2026
BANKERS LIFE ADVISORY SERVICES, INC.
March 2, 2020 - July 2, 2026
BANKERS LIFE SECURITIES, INC.
December 10, 2014 - January 6, 2016
PNC WEALTH MANAGEMENT LLC
December 8, 2014 - January 6, 2016
PNC WEALTH MANAGEMENT LLC
June 6, 2012 - October 9, 2014
FIFTH THIRD SECURITIES, INC.
June 5, 2012 - October 9, 2014
FIFTH THIRD SECURITIES, INC.
October 25, 2010 - June 4, 2012
CHASE INVESTMENT SERVICES CORP.
November 8, 2007 - June 4, 2012
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 3/2/2020
General Securities Representative ExaminationCurrent Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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