University of Massachusetts,
Amherst – Isenberg School of Management, 2010
Bachelor of Business Administration (BBA) Finance & Operations Management
Professional Registrations and Licenses:
FINRA General Securities Registration
Series 7 and Series 24
Danielle Scepkowski is the Compliance Director at Allied Wealth Partners where she has been a member of the team since 2011. With an educational background in Finance and having multiple financial registrations and licenses, she brings great value to the firm.
Danielle’s responsibilities include managing firm-wide, annual requirements, which consist of the handling of all branch office audits, client file reviews and Firm Element CE courses. Acting as the Field Principal, she also reviews, approves and signs off on all advertising and marketing material for the firm, advisors outside business activities as well as any new business and other respective paperwork for the firm. Additionally, Danielle also assists select advisors with investment advisory business/accounts and their annual client account reviews.
A graduate of University of Massachusetts, Danielle enjoys spending time with her family, friends, and her Australian Cattle Dog, Kaia. She is a volunteer at her local animal shelter and enjoys participating in endurance event races such as Tough Mudder. Danielle resides in Andover, New Jersey.
Allied Wealth Partners
14 Walsh Drive, Suite 100, Parsippany, NJ 07054
Danielle is a Registered Representative of Securian Financial Services, Inc.