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JONI LYNNE BRACKETT
JONI BRACKETT
CRD#: 2845368
IA
B
MORGAN STANLEYCRD#: 149777 3120 FREDERICK ROAD
SUITE G
OPELIKA, AL 36801
SUITE G
OPELIKA, AL 36801
0
Disclosures
27
Years of Experience
View By:
State Registrations
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Alabama 6/1/2009
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Mississippi 6/1/2009
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Alabama 8/26/2009
B
Missouri 1/29/2020
B
Arizona 7/13/2022
B
Nebraska 1/4/2022
B
Arkansas 7/16/2013
B
Nevada 4/19/2024
B
California 6/1/2009
B
New Hampshire 7/1/2015
B
Colorado 7/20/2012
B
New Jersey 8/28/2020
B
Connecticut 5/9/2019
B
New Mexico 7/13/2022
B
Delaware 4/19/2024
B
New York 7/20/2012
B
Florida 6/1/2009
B
North Carolina 6/1/2009
B
Georgia 6/1/2009
B
Ohio 9/2/2020
B
Hawaii 3/17/2021
B
Oklahoma 6/1/2009
B
Idaho 4/15/2019
B
Oregon 8/26/2021
B
Illinois 7/1/2015
B
Pennsylvania 4/19/2024
B
Indiana 7/24/2012
B
Rhode Island 4/19/2024
B
Iowa 1/10/2013
B
South Carolina 6/1/2009
B
Kansas 3/2/2021
B
Tennessee 7/20/2012
B
Kentucky 4/19/2024
B
Texas 6/1/2009
B
Louisiana 6/1/2009
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Texas 7/17/2009
B
Maine 11/1/2022
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Utah 1/9/2023
B
Maryland 6/1/2009
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Virgin Islands 4/19/2024
B
Massachusetts 7/1/2015
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Virginia 6/1/2009
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Michigan 7/1/2015
B
Washington 3/29/2019
B
Minnesota 6/1/2009
B
Wyoming 4/19/2024
SRO Registrations
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Registered with this firm since 7/17/2009
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Registered with this firm since 6/1/2009
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 04/02/2007 - 06/01/2009 | AUBURN, AL | |
B | 07/03/2003 - 04/02/2007 | AUBURN, AL | |
B | 01/02/2002 - 04/11/2003 | NEW YORK, NY | |
B | 09/26/1997 - 01/02/2002 | ATLANTA, GA |
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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.
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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.