Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Danna is a financial advisor at Wells Fargo Clearing Services, LLC, located in Bryan, TX. Karen has been in the financial services industry since August 24, 2000. Karen is licensed to provide financial advice in several states, including Texas, Florida, Illinois, Louisiana, Minnesota, New York, Oregon, Pennsylvania, and Tennessee.
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.
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.
Investment consulting services to institutional clients
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.
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2
TX
06/05/2020 - Present
Wells Fargo Clearing Services, LLC (BRYAN TX)
TX
09/03/2009 - 06/10/2020
MORGAN STANLEY (College Station TX)
TX
07/31/2009 - 08/11/2009
MORGAN STANLEY SMITH BARNEY (BRYAN TX)
TX
05/29/2007 - 08/11/2009
CITIGROUP GLOBAL MARKETS INC. (BRYAN TX)
TX
05/06/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (BRYAN TX)
CA
11/02/2000 - 05/06/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MN
08/02/2000 - 10/31/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/02/2000 - 10/31/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2000
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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