Danielle
Holmes

Fsc Securities Corporation

CRD#6150883
Investment Advisor
in Grove City, OH

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About this Advisor

Danielle Holmes is a financial advisor operating in Grove City, Ohio, with a total of 5 years of industry experience. Holmes is on the advisory team at Fsc Securities Corporation. Holmes has gained experience at H.Beck, Inc and Fsc Securities Corp. Holmes has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida and Ohio. Fsc Securities Corporation is an advisory firm operating out of Atlanta, GA. It has offices in 334 locations and a total of 2,174 employees. It handles $12 billion in assets across its 52,792 accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 94 charitable organizations. Of its 52,792 customer accounts, just 14% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which services the firm provides the client. Fees billed by Fsc Securities Corporation may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3902 Broadway
Grove City, OH 43123

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

OH Average: $3,570,121,308
Total Number of Employees

2,174

OH Average: 58
Total Number of Accounts

52,792

OH Average: 1,608
Average Account Size

$222,489

OH Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Danielle Holmes Work History

Danielle has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Fsc Securities Corp

2013 - 2018 (5 years)

H.Beck, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Danielle Holmes 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 Fsc Securities Corporation

Mark Brower
Atlanta, GA
Nicholas Klanke
Bloomfield Hills, MI
Cynthia Pelosi
Atlanta, GA
Philip Moston
Thousand Oaks, CA
Judith Plain
Pittsford, NY
Patricia Elebash
Atlanta, GA
Danielle Holmes
Grove City, OH
William Howard
Marietta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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