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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Weddle is a financial advisor with Avantax Advisory Services in Aurora, CO. Dana has been in the financial services industry since 1999 and has a strong background in providing financial planning and investment management services. Dana has worked with a number of firms throughout her career, including BOSC, INC., Compass Brokerage, INC., Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, INVEST FINANCIAL CORPORATION, Commonwealth Financial Network, Edward Jones, and BA Investment Services, INC. Dana has extensive experience working with high-net-worth individuals, businesses, and pension plans. Dana has a strong commitment to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CO
03/21/2017 - Present
Avantax Advisory Services (Aurora CO)
CO
08/03/2009 - 05/18/2015
BOSC, INC. (DENVER CO)
CO
10/10/2005 - 07/20/2009
COMPASS BROKERAGE, INC. (DENVER CO)
IL
07/06/2005 - 10/04/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
11/09/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
05/14/2003 - 11/22/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
06/15/2001 - 05/15/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MO
11/30/1998 - 06/26/2001
EDWARD JONES (ST. LOUIS MO)
CA
04/23/1997 - 11/30/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 08/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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