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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 N Johnson is a registered representative with Morgan Stanley. Danielle has been in the industry since 1996 and has a wide range of experience. Danielle is licensed to sell securities in all 50 states. Danielle has passed the Series 7, Series 55, and Series 63 exams. Danielle is a member of FINRA. Danielle specializes in portfolio management for individuals, businesses, and investment companies. Danielle is also experienced in providing financial planning, asset allocation advice, pension consulting, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
01/17/2025 - Present
Morgan Stanley (Ridgefield CT)
CT
08/24/2010 - 06/25/2024
MORGAN STANLEY (Ridgefield CT)
NY
02/19/2008 - 07/08/2009
BNY CONVERGEX EXECUTION SOLUTIONS LLC (NEW YORK NY)
NY
05/24/2000 - 02/19/2008
B-TRADE SERVICES LLC (NEW YORK NY)
CT
04/25/1996 - 05/31/2000
MCMAHAN SECURITIES CO. L.P. (GREENWICH CT)
NY
10/12/1995 - 03/19/1996
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 08/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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