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PERRI JENE DESAUTEL
PERRI JENE WOS
CRD#: 4407732
IA
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MORGAN STANLEYCRD#: 149777 111 North Washington Street
Suite 410
Green Bay, WI 54301
Suite 410
Green Bay, WI 54301
0
Disclosures
18
Years of Experience
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State Registrations
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California 10/4/2010
B
Nebraska 5/31/2011
B
Colorado 10/4/2010
B
New Mexico 1/21/2020
B
Delaware 3/19/2024
B
North Carolina 1/2/2020
B
District of Columbia 5/5/2021
B
Oregon 10/4/2010
B
Florida 10/4/2010
B
Pennsylvania 1/2/2020
B
Georgia 10/4/2010
B
South Carolina 10/4/2010
B
Hawaii 10/4/2019
B
South Dakota 1/2/2020
B
Idaho 4/5/2022
B
Tennessee 5/31/2011
B
Illinois 10/4/2010
B
Texas 5/31/2011
B
Iowa 10/4/2010
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Texas 6/1/2011
B
Maryland 1/21/2020
B
Virginia 5/31/2011
B
Michigan 10/4/2010
B
Washington 12/23/2019
B
Minnesota 10/4/2010
B
Wisconsin 6/1/2009
B
Missouri 11/16/2022
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Wisconsin 6/1/2009
B
Montana 10/4/2010
SRO Registrations
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IA
Registered with this firm since 6/1/2009
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Registered with this firm since 6/1/2009
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/26/2007 - 06/01/2009 | GREEN BAY, WI | |
B | 09/26/2007 - 06/01/2009 | GREEN BAY, WI | |
B | 08/04/2005 - 10/14/2005 | ST. LOUIS, MO | |
B | 09/28/2001 - 12/18/2002 | NEWARK, DE |
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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.