Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Napier is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Dana has been a registered representative since 1994. Dana is a CERTIFIED FINANCIAL PLANNER™ professional and has over 28 years of experience in the financial services industry. Dana is a registered representative in 17 states and has a branch office in Paris, Texas. Dana also has a branch office in Longview, Texas. Dana is a registered investment advisor in Texas. Dana is committed to providing personalized financial advice to help clients achieve their financial goals. Dana's experience includes working with high-net-worth individuals, businesses, and institutions. Dana is also experienced in providing financial planning, portfolio management, and investment consulting services. Dana has held previous positions with A. G. EDWARDS & SONS, INC. and WELLS FARGO CLEARING SERVICES, LLC. Dana also owns a separate firm called Napier Investment Service, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
04/21/2022 - Present
Wells Fargo Advisors Financial Network, LLC (PARIS TX)
TX
01/01/2008 - 04/21/2022
WELLS FARGO CLEARING SERVICES, LLC (PARIS TX)
TX
11/25/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PARIS TX)
BC
Issued 12/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/29/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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