Danielle LearnedCRD Number: 5885098
Current Firm: Msi Financial Services, Inc.
Danielle Learned (CRD# 5885098) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Metlife Securities||Charlotte, NC||Apr 2014 - Current||3|
|The Prudential Insurance Company Of America||Shelton, CT||Jan 2012 - Mar 2014||2|
|Prudential Annuities Distributors, Inc.||Shelton, CT||Jan 2012 - Mar 2014||2|
|Oppenheimer & Co, Inc.||Danbury, CT||Jan 2011 - Jan 2012||1|
|Western Connecticut State University||Danbury, CT||Sep 2009 - May 2011||1|
|Common Ground Cafe LLC||Litchfield, CT||May 2010 - Jan 2011||< 1|
|Planet Fitness||Torrington, CT||Jan 2010 - May 2010||< 1|
|Suffolk University||Boston, MA||Jan 2008 - Jul 2009||1|
|Marc Roos Realty||Boston, MA||Feb 2008 - Feb 2009||1|
|Hayseed LLC||Litchfield, CT||Feb 2006 - Dec 2008||2|
|Long Island Univeristy Cw Post||Greenvale, NY||Sep 2006 - Dec 2007||1|
|American Eagle Outfitters||Hicksville, NY||Oct 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.