Danyelle
Proano
City National Securities, Inc
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About this Advisor
Danyelle Proano is a financial advisor based in Beverly Hills, California, working with City National Securities, Inc. Danyelle has previously held positions at City National Bank, Ultimate Staffing, Self-Employed, and Kipp. Danyelle has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Danyelle is part of City National Securities, Inc, which operates out of Beverly Hills, California. The firm has 18 offices and 47 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at City National Securities, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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City National Securities, Inc Brokerage Details
$1,490,186,713
47
2,126
$700,934
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Danyelle Proano Work History
City National Bank
Ultimate Staffing
Self-Employeed
Kipp
Disclosures
Please visit the SEC profile of Danyelle Proano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City National Securities, Inc
New York, NY
Beverly Hills, CA
Walnut Creek, CA
Los Angeles, CA
New York, NY
Beverly Hills, CA
Santa Barbara, CA
New York, NY
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