Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danette? Claim Your ProfileDanette Lowe is a financial advisor at Commonwealth Financial Network. Danette has been in the financial services industry since 1999. Danette is a Certified Financial Planner, and she is also registered to provide investment advice in Nevada and Oregon. Danette has worked for several firms over the years including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Danette is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NV
05/04/2020 - Present
Commonwealth Financial Network (Carson City NV)
NV
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (RENO NV)
NV
12/05/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GARDNERVILLE NV)
NY
08/12/1999 - 12/05/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2002
Series 3 - National Commodity Futures Examination
BC
Issued 08/25/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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