Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Marie Morriss is a financial advisor with over 5 years of experience in the industry. Danielle is registered with the state of Idaho as a Registered Representative and Investment Advisor Representative. Danielle is currently employed by LPL Financial LLC. Previously, Danielle was employed by UBS Financial Services Inc. and Royal Alliance Associates, Inc. Danielle has a Series 7, Series 66, and SIE licenses. Danielle specializes in working with individuals, high-net-worth individuals, corporations, other businesses, pension and profit-sharing plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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
ID
06/20/2024 - Present
LPL Financial LLC (BOISE ID)
ID
09/09/2021 - 01/16/2024
UBS FINANCIAL SERVICES INC. (BOISE ID)
UT
09/18/2020 - 08/19/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SOUTH JORDAN UT)
UT
03/13/2019 - 02/18/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SOUTH JORDAN UT)
ID
03/30/2018 - 03/18/2019
PURSHE KAPLAN STERLING INVESTMENTS (Boise ID)
BOTH
Issued 11/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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