Sheri-Anne Danner
Sheri-Anne Danner is a registered investment advisor at UBS Financial Services INC., based in West Palm Beach, FL, with 21 years of industry experience. Sheri-Anne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
525 Okeechobee Blvd, Suite 1500, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business Activities
Sheri-Anne is a joint owner of Danner Time LLC, a mobile app startup company that is developing an interactive app for neighbors to borrow household items. Sheri-Anne will assist in managing the company.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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