Danielle E Workman

Current Employers

Employment History

• 04/2014 → 12/2017
  Morgan Stanley
  Birmingham, MI
• 01/2015 → 12/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2014 → 12/2017
  Morgan Stanley
  Troy, MI
• 12/2017 → 12/2019
  Fifth Third Securities
  Sterling Heights, MI
• 12/2017 → 12/2019
  Fifth Third Bank
  Sterling Heights, MI
• 12/2019 → 01/2025
  Lincoln Financial Advisors
  Southfield, MI
• 01/2025 → Present
  Osaic Wealth, Inc.
  Southfield, MI

Previous Registrations

• 2019-12-20 → 2025-01-24
  Osaic Fa, Inc.
  Southfield, MI
  Southfield, MI
• 2017-12-21 → 2019-12-23
  Fifth Third Securities, Inc.
  Sterling Heights, MI
  Sterling Heights, MI
  Clinton Township, MI
  Romeo, MI
  Armada, MI
  Auburn Hills, MI
  Clinton Township, MI
• 2014-06-30 → 2017-12-20
  Morgan Stanley
  Birmingham, MI
  Troy, MI

Other Businesses

1) GERMAN PROFESSIONAL WOMEN'S ASSOC. POSITION: Board Member NATURE: Networking organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: 31634 Green Meadow Lane, Warren MI 48093, United States DESCRIPTION: My role has changed from treasurer to membership and events. I plan the venue, speaker and food for our events. I also help with the annual renewal of memberships. 2) DANIELLE WORKMAN, INSURANCE POSITION: Agent NATURE: Offer and service fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2017 ADDRESS: 20505 W. 12 Mile Rd., Southfield MI 48076, United States DESCRIPTION: Offer and service fixed insurance products. 3) WORKMAN WEALTH POSITION: Private Wealth Advisor NATURE: Sole Prop - DBA Name for Marketing Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2025 ADDRESS: 20505 W. 12 Mile Rd., Southfield MI 48076, United States DESCRIPTION: This is my primary financial planning, investing and insurance business.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-26

Other Names

• Danielle Erin Hammel
• Danielle Erin Stalcup
• Danielle Erin Stalcup
• Danielle Erin Hammel
• Danielle Erin Workman