DANIELLE KATHLEEN BERZ is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with MODERN WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MODERN WEALTH MANAGEMENT, LLC | 2026-04-21 | present | Yes |
| BROWN AND COMPANY, INC. | 2015-04-09 | 2019-12-31 | — |
| LPL FINANCIAL LLC | 2013-05-15 | 2026-04-29 | — |
| UBS FINANCIAL SERVICES INC. | 2008-10-10 | 2013-04-10 | — |