Danielle Drew

Current Employers

Employment History

• 12/2015 → 11/2019
  Commonwealth Financial Network
  Waltham, MA
• 12/2019 → 03/2020
  Triad Advisors
  Norcross, GA
• 11/2019 → 06/2022
  Finivi Inc
  Westborough, MA
• 11/2019 → 06/2022
  Finivi
  Westborough, MA
• 06/2022 → Present
  Ccr Wealth Management
  Westborough, MA
• 11/2020 → Present
  Nrg Fitness
  Milford, MS
• 07/2022 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-31 → 2022-06-07
  Finivi Inc.
  Westborough, MA
• 2017-09-20 → 2019-11-18
  Commonwealth Financial Network
  Waltham, MA
• 2009-01-05 → 2009-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hyannis, MA

Other Businesses

1. NAME OF OTHER BUSINESS: CCR Wealth Management, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 06/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: NRG FITNESS, INVESTMENT RELATED: NO, ADDRESS: 51 SUMMER CT., MILFORD, MS, 01757, NATURE OF BUSINESS: FITNESS CENTER, START DATE: 11/2020, POSITION/TITLE/RELATIONSHIP: INSTRUCTOR, APX NUMBER OF HOURS PER WEEK: 2, NOT DURING TRADING HOURS, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: TEACH CARDIO AND STRENGTH FITNESS CLASSES;

Exams

• S66 Uniform Combined State Law Examination
  2017-08-30

Designations

Other Names

• Danielle R Drew