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Danielle Learned

13 Years of Experience
Broker

Danielle Learned is a registered investment advisor, based in Charlotte, NC, with 13 years of industry experience.

Location

6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Danielle is the Director of Client Operations at Horizon Investments, overseeing the Horizon One consulting team and driving sales of consulting services and investment products. This activity takes more than full-time, but does not occur during securities trading hours.

Employment History
Current Registrations
Quasar Distributors, LLCBroker
January 2019 - Present · 7 yrs 3 mos
Quasar Distributors, LLC
January 2019 - Present · 7 yrs 3 mos
Horizon Investments LLC
November 2018 - Present · 7 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
October 2016 - October 2018 · 2 yrs
LPL Financial LLC
October 2016 - October 2018 · 2 yrs
Msi Financial Services, INC.
December 2014 - September 2016 · 1 yr 9 mos
Msi Financial Services, INC.Broker
April 2014 - September 2016 · 2 yrs 5 mos
New England SecuritiesBroker
April 2014 - January 2015 · 9 mos
Prudential Annuities Distributors, INCBroker
March 2012 - March 2014 · 2 yrs
State Registrations1 state
NC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Danielle Learned - Financial Advisor | TrueAdvisor