Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Duane Funk is an investment advisor representative with Cetera Investment Advisers LLC. Dana has been in the industry since December 20, 1977. Dana has a Series 63, Series 65, Series 6TO, SIE, and Series 1 license. Dana is registered in Arkansas, California, Colorado, Michigan, Minnesota, Nevada, North Carolina, Oregon, Texas, Virginia, and Washington. Dana previously worked at Investors Capital Corp. and Mutual of Omaha Investor Services, Inc. Dana is a licensed insurance agent and owner of Dana Funk Financial Services. Dana is an experienced advisor with a long track record of success.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (CHICO CA)
CA
01/03/1997 - 10/03/2016
INVESTORS CAPITAL CORP. (CHICO CA)
NE
12/21/1977 - 02/25/1997
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 3/4/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/9/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Dana Funk is the right advisor for you? Invested Better is here to help.
