Danielle Learned is a registered investment advisor, based in Charlotte, NC, with 14 years of industry experience. Danielle is also registered as a broker, so some compensation may come from commissions on products sold.
Location
6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277
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Regulatory History
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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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
Quasar Distributors, LLC
Horizon Investments LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England SecuritiesBroker
Prudential Annuities Distributors, INCBroker
State Registrations1 state
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
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