Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Greathouse is an investment advisor representative at Apollon Wealth Management, LLC. Dana has been in the securities industry for over 13 years. Dana is registered with the state of Colorado and Missouri. Dana has a Series 6, 7, 63, and 65 license. Dana has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Dana specializes in financial planning, portfolio management, and selection of other advisors.
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.
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.
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2
SC
04/21/2022 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
CA
07/22/2013 - 03/18/2016
PROSPERA FINANCIAL SERVICES, INC. (EUREKA CA)
CA
10/24/2012 - 05/06/2013
FIRST ALLIED SECURITIES, INC. (EUREKA CA)
CA
07/09/2007 - 10/24/2012
OGILVIE SECURITY ADVISORS CORPORATION (EUREKA CA)
CA
06/07/2007 - 07/07/2007
CITIGROUP GLOBAL MARKETS INC. (EUREKA CA)
CA
05/12/2003 - 04/26/2006
U.S. BANCORP INVESTMENTS, INC. (ARCATA CA)
IA
Issued 10/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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