Danelle Jenetayeva
Professional summary
Danelle Jenetayeva, CFP®, who also goes by Danelle Chung, Danel Jenetayeva, is a registered financial advisor currently at PI WEALTH PLAN LLC located in San Jose, California.
Danelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Danelle has worked at 3 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Danelle Jenetayeva's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
October 4, 2018 - Present
PI WEALTH PLAN LLC
January 21, 2016 - July 2, 2018
YELLOWBRICKROAD FINANCIAL ADVISORS, LLC
May 21, 2015 - December 31, 2015
BLUE PINE FINANCIAL, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/4/2018)
(10/13/2021)
Exams
Current Firm
PI WEALTH PLAN LLC
CRD#: 298421 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 23,164,928 |
Red Flags
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