Talk to sales Try for Free
Danielle Ballard

Danielle Ballard

Senior Mutual Fund/Corporate Securities Representative

Followers of Danielle Ballard316 followers
location of Danielle BallardKansas City Metropolitan Area

Connect with Danielle Ballard to Send Message

Connect

Connect with Danielle Ballard to Send Message

Connect

  • Timeline

  • About me

    Accounting Manager--Registered Investment Advisor

  • Education

    • University of Missouri-Kansas City

      2007 - 2011
      Bachelor of Communication Studies

      Campus AmbassadorOrientation LeaderDelta Zeta Sorority President

  • Experience

    • DST Systems

      Jul 2007 - Sept 2015
      Senior Mutual Fund/Corporate Securities Representative

    • State Street

      Sept 2015 - Jun 2016
      Client Operations Specialist II

    • Bear State Bank

      Jun 2016 - Oct 2017
      Treasury Management Specialist

    • Prime Capital Investment Advisors of Northwest Arkansas

      Oct 2017 - now
      Accounting and Systems Manager

      Advisory services offered through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Longer Financial ("LF"), Prime Capital Wealth Management (“PCWM”), and Qualified Plan Advisors (“QPA”).

  • Licenses & Certifications

    • Series 65

      FINRA

  • Volunteer Experience

    • Collegiate Chapter Director

      Issued by Delta Zeta Sorority
      Delta Zeta SororityAssociated with Danielle Ballard

    • Volunteer

      Issued by Special Olympics
      Special OlympicsAssociated with Danielle Ballard

    • Team Captain

      Issued by American Cancer Society
      American Cancer SocietyAssociated with Danielle Ballard