Danielle Kathleen Lechard

Current Employers

Employment History

• 12/2020 → 04/2022
  Alliance Bernstein
  Cleveland, OH
• 08/2018 → 12/2020
  Bny Mellon
  Pittsburgh, PA
• 11/2018 → 07/2019
  Ulta Beauty
  Pittsburgh, PA
• 10/2017 → 10/2018
  Industry Public House
  Pittsburgh, PA
• 01/2018 → 08/2018
  Pnc Bank
  Pittsburgh, PA
• 06/2017 → 10/2017
  Royal American Links Golf Club
  New Albany, OH
• 06/2017 → 09/2017
  La Fitness
  Columbus, OH
• 08/2013 → 05/2017
  Franciscan University Of Steubenville
  Steubenville, OH
• 05/2022 → Present
  Planned Financial Services
  Cleveland, OH
• 07/2022 → Present
  Lpl Financial, Llc
  Cleveland, OH

Other Businesses

1. 06/30/2022 - PFS WEALTH PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ BRECKSVILLE, OH 2. 08/29/2022 - 401(k) Prosperity - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/12/2022 - 15 Hours Per Month/15 Hours During Securities Trading. 3. 09/01/2022 - Planned Financial Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 07/2022 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 09/01/2022 - Planned Financial Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Registered Investment Advisor Hybrid - Start Date - 07/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Planned Financial Services LLC, an independent investment advisor firm. I started this business activity in 7/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 10/04/2023 - Return on Life Wealth Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 08/29/2023 - 30 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-07-21