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Danielle Alee Schlech

Ameriprise Financial Services, LLC

Hurst, TX

Tulsa, OK

Aledo, TX

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2021-05-17
TX RA APPROVED 2018-07-17
  • OK RA
    APPROVED
    Since 2021-05-17
  • TX RA
    APPROVED
    Since 2018-07-17

Branch Locations

1401 Precinct Line Rd, Hurst, TX 76053 • United States

4765 E 91St St Ste 150, Tulsa, OK 74137 • United States

Aledo, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Proequities, Inc. Sugar Land TX 09/2016 07/2018
Copelin Financial Advisors Sugar Land TX 05/2016 05/2018
Proequities, Inc Sugar Land TX 09/2016 05/2018
Ameriprise Financial Services, Inc Hurst TX 07/2018 03/2020
Ameriprise Financial Services, Llc Hurst TX 03/2020 Present
  • 09/2016 → 07/2018
    Proequities, Inc.
    Sugar Land, TX
  • 05/2016 → 05/2018
    Copelin Financial Advisors
    Sugar Land, TX
  • 09/2016 → 05/2018
    Proequities, Inc
    Sugar Land, TX
  • 07/2018 → 03/2020
    Ameriprise Financial Services, Inc
    Hurst, TX
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Hurst, TX
Previous Registrations
  • 2017-02-22 → 2018-08-09
    Concourse Financial Group Securities, Inc.
    Sugar Land, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-22
  • S66 Uniform Combined State Law Examination
    2017-02-22
Designations
Other Names
  • Danielle Alee Mccain
  • Danielle Schlech

View on SEC IAPD

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Other Offices

FIRST WESTERN SECURITIES, INC. · HURST, TX
FIRST WESTERN SECURITIES, INC. · HURST, TX
EDWARD JONES · HURST, TX
LEO FUNDS AMERICAS, LLC · HURST, TX
LEO WEALTH AMERICAS, LLC · HURST, TX
LEO WEALTH, LLC · HURST, TX
LPL FINANCIAL LLC · HURST, TX
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