Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mari? Claim Your ProfileMari Sanders Danner is an investment advisor representative at Morgan Stanley. Mari is licensed to provide investment advice in 45 states and the District of Columbia. Mari has been a registered investment advisor for over 20 years. Mari has experience in providing investment advice to individuals, corporations, institutions, and high-net-worth clients. Mari offers a wide range of investment services, including financial planning, portfolio management, and asset allocation advice. Mari's firm, Morgan Stanley, is a global financial services firm with over 200,000 employees. Morgan Stanley provides investment banking, securities, investment management, and wealth management services to individuals, corporations, and governments worldwide.
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
IL
05/19/2021 - Present
Morgan Stanley (Deerfield IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
11/04/1998 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
BOTH
Issued 11/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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