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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Morrison is an investment advisor representative with Thornburg Investment Management Inc. based in Denver, CO. Danielle has been in the financial industry since 2013. Danielle is registered with FINRA as well as Colorado and New Mexico. Danielle has Series 7, 63, and 65 licenses, as well as the SIE exam. Danielle specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CO
10/02/2024 - Present
Thornburg Investment Management Inc. (Denver CO)
CO
08/24/2016 - 05/01/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
WI
12/11/2015 - 09/06/2016
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
12/11/2015 - 09/06/2016
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
CO
12/11/2015 - 09/06/2016
NATIONAL PLANNING CORPORATION (DENVER CO)
WI
12/11/2015 - 09/06/2016
SII INVESTMENTS, INC. (APPLETON WI)
CO
04/21/2014 - 11/30/2015
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
04/23/2013 - 04/22/2014
CURIAN CLEARING, LLC (DENVER CO)
CO
01/01/2013 - 04/08/2013
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BC
Issued 06/13/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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