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SHARI LEE LOSINSKI
CRD#: 1340462
IA
B
MORGAN STANLEYCRD#: 149777 Colorado Springs, CO
0
Disclosures
32
Years of Experience
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State Registrations
B
Alabama 1/3/2011
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Montana 2/18/2022
B
Arizona 6/1/2009
B
Nebraska 2/23/2012
B
California 6/1/2009
B
Nevada 2/23/2012
B
Colorado 6/1/2009
B
New Jersey 8/1/2024
IA
Colorado 6/1/2009
B
New Mexico 2/23/2012
B
Delaware 12/21/2023
B
New York 1/3/2011
B
Florida 1/3/2011
B
North Carolina 1/3/2011
B
Georgia 1/3/2011
B
Ohio 6/1/2009
B
Idaho 1/3/2011
B
Oklahoma 1/3/2011
B
Illinois 6/1/2009
B
Oregon 7/25/2017
B
Iowa 1/3/2011
B
Pennsylvania 1/3/2011
B
Kansas 1/3/2011
B
Rhode Island 1/3/2011
B
Kentucky 1/3/2011
B
South Dakota 1/3/2011
B
Louisiana 2/23/2012
B
Tennessee 3/17/2022
B
Maine 7/31/2024
B
Texas 6/1/2009
B
Maryland 1/3/2011
IA
Texas 3/19/2020
B
Massachusetts 2/8/2021
B
Utah 1/3/2011
B
Michigan 6/1/2009
B
Vermont 12/21/2023
B
Minnesota 1/3/2011
B
Virginia 5/23/2024
B
Mississippi 1/3/2011
B
Wisconsin 8/3/2023
B
Missouri 1/3/2011
B
Wyoming 1/3/2011
SRO Registrations
B
B
B
B
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IA
B
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 11/06/2006 - 06/01/2009 | COLORADO SPRINGS, CO | |
B | 10/28/1993 - 06/01/2009 | COLORADO SPRINGS, CO | |
B | 04/27/1992 - 10/27/1993 | ST. LOUIS, MO |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.