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DANIELLE MARIE MORRISS
DANIELLE MARIE WHITE
CRD#: 5662892
IA
B
LPL FINANCIAL LLCCRD#: 6413 319 1ST AVENUE S,
SEATTLE, WA 98104
SEATTLE, WA 98104
0
Disclosures
6
Years of Experience
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State Registrations
B
Idaho 1/22/2024
B
Washington 1/22/2024
IA
Idaho 1/22/2024
IA
Washington 6/20/2024
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 1/22/2024
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Registered with this firm since 1/22/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/09/2021 - 01/16/2024 | BOISE, ID | |
B | 09/09/2021 - 01/16/2024 | BOISE, ID | |
IA | 07/29/2020 - 08/19/2021 | SOUTH JORDAN, UT | |
B | 09/18/2020 - 08/19/2021 | SOUTH JORDAN, UT | |
IA | 03/14/2019 - 02/18/2020 | SOUTH JORDAN, UT | |
B | 03/13/2019 - 02/18/2020 | SOUTH JORDAN, UT | |
B | 03/30/2018 - 03/18/2019 | Boise, ID |
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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.