Danielle Marie Osborne

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → Present
  Edward Jones
  St Louis, MO
• 05/2017 → 10/2018
  Southco
  Concordville, PA
• 01/2017 → 05/2017
  Harold Beck & Sons
  Newtown, PA
• 10/2016 → 05/2017
  C2 Education
  Ardmore, PA
• 04/2016 → 10/2016
  Unemployed
  Havertown, PA

Other Businesses

"Cyr Land Holdings, LLC. Type: Land holdings Date: 01/01/97 Title: Limited Partner (5%) Trad Hrs: 0 Tot Hrs: 0 Desc: No Daily Activities. Family Partnership City-State: Portage Lake ME" "Eastover Sanitary District Type: Date: 03/08/21 Title: Secretary - Board of Directors Trad Hrs: 0 Tot Hrs: 0 Desc: Attend monthly board meetings. Review and support existing business, new business and vote as requested. Stipend provided monthly. City-State: Eastover NC"

Exams

• S66 Uniform Combined State Law Examination
  2018-12-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Dani Cyr
• Danielle Marie Cyr
• Danielle Cyr
• Danielle Osborne