DY
CFP
DY
CFP

Danita Marie Yetter

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
33 advisors
Number of Clients
1,634 clients
Average Client Portfolio
$246K average
Assets Under Management
$402.4M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Minimum Annual Fee:$350
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Location

1362 Mellon Road #100, Hanover, MD, 21076

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Danita works as a Junior Financial Advisor selling long-term care insurance, fixed annuities, and life insurance products. She is also an insurance agent selling life insurance and fixed annuities, and a notary for the state of Maryland. She spends full-time as a benefits advisor and minimal time as a notary.

Employment History
Current Registrations
American Global Wealth Management, INC.
January 2023 - Present · 3 yrs 1 mo
American Global Wealth Management, INC.Broker
January 2023 - Present · 3 yrs 1 mo
Cape Investment Advisory, INC.
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cape Securities INC.Broker
March 2021 - January 2023 · 1 yr 10 mos
Prudential Financial Planning Services
August 2020 - January 2021 · 5 mos
Pruco Securities, LLC.Broker
July 2020 - January 2021 · 6 mos
State Registrations8 states
AZCOGAHIMDNCPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Danita Marie Yetter - Financial Advisor | TrueAdvisor