Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Place is a financial professional with over 17 years of experience in the industry. Danielle currently works for Wells Fargo Securities, LLC. Prior to joining Wells Fargo Securities, LLC, Danielle worked for several other firms including Wells Fargo Funds Distributor, LLC, Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., Morgan Stanley, Investors Capital Corp., Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., American Express Financial Advisors Inc., IDS Life Insurance Company, and Morgan Stanley DW Inc.. Danielle holds a variety of licenses and designations including Series 66, Series 9, Series 14, Series 39, Series 10, Series 53, Series 4, Series 24, Series 99TO, Series 52TO, Series 22TO, Series 82TO, SIE, Series 31, and Series 7. Danielle is registered in North Carolina.
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.
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.
1
2
NC
05/23/2019 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
MA
04/26/2018 - 04/09/2019
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
MO
03/06/2018 - 04/13/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MA
04/16/2014 - 08/28/2017
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
05/01/2013 - 04/14/2014
MORGAN STANLEY (BOSTON MA)
MA
10/16/2007 - 04/22/2013
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
04/02/2007 - 10/23/2007
MORGAN STANLEY & CO., INCORPORATED (DANVERS MA)
MA
10/17/2006 - 04/02/2007
MORGAN STANLEY DW INC. (DANVERS MA)
RI
08/25/2005 - 09/29/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
MN
04/27/2005 - 06/17/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/27/2005 - 06/17/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/11/2004 - 04/06/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/15/2010
Series 4 - Registered Options Principal Examination
BC
Issued 09/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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