Darlene Bree is a registered investment advisor, based in Wayne, PA, with 8 years of industry experience.
Location
690 Lee Road, Wayne, PA, 19087
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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.
Learn about disclosures →Employment History
Current Registrations
Hartford Funds Distributors, LLC
February 2021 - Present · 5 yrs 2 mos
Hartford Funds
February 2021 - Present · 5 yrs 2 mos
Hartford Funds Distributors, LLCBroker
February 2021 - Present · 5 yrs 2 mos
Previous Registrations
Citizens Investment Services
June 2020 - February 2021 · 8 mos
Citizens Securities, INC.Broker
June 2020 - February 2021 · 8 mos
Edward Jones
August 2017 - March 2020 · 2 yrs 7 mos
Edward JonesBroker
May 2017 - March 2020 · 2 yrs 10 mos
State Registrations8 states
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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.