Unclaimed Profile

Danielle Marie Grondin

SECURE PLANNING INC·PORTSMOUTH, New Hampshire

SIE, Series 6, Series 27, Series 63, Series 65Clean record9 years registeredSECURE PLANNING INC

42 MIDDLE ST, PORTSMOUTH, NH 03801CRD# 4819882Firm CRD# 42179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Danielle Marie Grondin · PORTSMOUTH, NH

Registration

CRD #4819882 · SECURE PLANNING INC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SECURE PLANNING INC

AVANTAX ADVISORY SERVICES

Aug 2019 – Dec 2023

Dover, NH

SECURE PLANNING, INC.

Jun 2017 – Nov 2018

PORTSMOUTH, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 27

Series 63

Series 65

Registration record

First registered · June 29, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SECURE PLANNING, LLC

CRD 42179 · SEC 801-55630

AUM

$163M

Regulatory assets under management

Employees

822 client accounts

Services offered by SECURE PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SECURE PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Danielle Marie Grondin offer?

Danielle Marie Grondin specializes in Financial Planning, Investment Management.

What are Danielle Marie Grondin's credentials?

Danielle Marie Grondin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Danielle Marie Grondin located?

Danielle Marie Grondin is based in PORTSMOUTH, New Hampshire, last registered with SECURE PLANNING INC.

How does Danielle Marie Grondin charge for services?

Danielle Marie Grondin's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECURE PLANNING INC?

SECURE PLANNING INC has approximately 6 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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