UBS Financial Services
47yrs
Top advisor by experience in Birmingham
9yrs
Danielle James
Financial advisor at UBS Financial Services
Based in Birmingham, Michigan, Danielle James is a fiduciary financial advisor with 9 years of industry experience. Danielle joined UBS Financial Services in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 497 advisors with offices in Birmingham, and one of 479 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office325 North Old Woodward Ave Suite 200, Birmingham, MI 48009
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowUBS Financial Services Inc.Current firm
Contact Danielle
Local office(248) 540-3733Ask for Danielle. (201) 352-3000Main office · Weehawken, NJ 325 North Old Woodward Ave Suite 200Birmingham, MI 48009Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Danielle
How do I contact Danielle?
Call Danielle’s local office at (248) 540-3733 or the UBS Financial Services main office at (201) 352-3000, and ask for Danielle James.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Danielle hold?
Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Danielle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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