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Danielle L

Series 66

Utica, NY

Leigh Baldwin & CO., LLC

Danielle Lawrence is a Series 66 licensed advisor at Leigh Baldwin & Co., LLC with two years of industry experience. She has been with Leigh Baldwin & Co. since 2018, excluding a brief period working in the spa industry and freelancing in marketing and branding projects outside of investment activities. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm employs a blend of fundamental and technical analysis with a mix of long- and short-term positions and offers access to third-party advisory programs alongside its systematic investment offerings.

Options & derivatives strategies Tax-loss harvesting
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