Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Elizabeth Wilkins is a financial advisor currently registered with Janney Montgomery Scott LLC. Dana has been in the financial services industry since 1998. Dana is licensed to provide investment advice in Delaware and Pennsylvania. Dana has a history of working for a number of other financial institutions prior to joining Janney Montgomery Scott LLC. Previously Dana was employed at Morgan Stanley, Citigroup Global Markets Inc., First Union Securities, Inc. and First Union Capital Markets Corp. Dana is licensed through FINRA and holds the Series 7, 9, 10, 63 and 66 securities licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
DE
08/03/2020 - Present
Janney Montgomery Scott LLC (Greenville DE)
DE
06/01/2009 - 11/25/2013
MORGAN STANLEY (WILMINGTON DE)
DE
09/14/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENVILLE DE)
MO
10/01/1999 - 09/21/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/22/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 10/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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