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KAREN DENISE DANNA
KAREN DANNA, KAREN DANNA MELVIN
CRD#: 4228959
IA
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WELLS FARGO ADVISORSCRD#: 19616 1716 BRIARCREST DR
STE 840
BRYAN, TX 77802
STE 840
BRYAN, TX 77802
0
Disclosures
24
Years of Experience
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State Registrations
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Arizona 2/3/2025
B
New York 6/5/2020
B
Colorado 5/31/2022
B
Oregon 6/5/2020
B
Florida 6/5/2020
B
Pennsylvania 11/14/2023
B
Illinois 6/5/2020
B
Tennessee 6/5/2020
B
Louisiana 6/5/2020
B
Texas 6/5/2020
B
Minnesota 6/5/2020
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Texas 6/5/2020
SRO Registrations
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B
B
B
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B
B
B
B
B
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IA
Registered with this firm since 6/5/2020
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Registered with this firm since 6/5/2020
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/03/2009 - 06/10/2020 | College Station, TX | |
B | 09/03/2009 - 06/10/2020 | College Station, TX | |
IA | 07/31/2009 - 08/11/2009 | BRYAN, TX | |
IA | 06/17/2008 - 08/11/2009 | BRYAN, TX | |
B | 07/31/2009 - 08/11/2009 | BRYAN, TX | |
B | 05/29/2007 - 08/11/2009 | BRYAN, TX | |
B | 05/06/2005 - 05/29/2007 | BRYAN, TX | |
B | 11/02/2000 - 05/06/2005 | NAPA, CA | |
B | 08/02/2000 - 10/31/2000 | MINNEAPOLIS, MN | |
B | 08/02/2000 - 10/31/2000 | MINNEAPOLIS, MN |
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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.