Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Green is a financial advisor with Ameriprise Financial Services, LLC. Dana has been in the financial services industry since 1996. Dana has a Series 63 and Series 65 license as well as Series 7 and SIE certifications. Dana has experience with providing financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Dana previously worked at Sanctuary Securities, Inc. and Wells Fargo Advisors, 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.
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.
Asset allocation services
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
IN
09/20/2021 - Present
Ameriprise Financial Services, LLC (Indianapolis IN)
IN
11/18/2016 - 04/23/2020
SANCTUARY SECURITIES, INC. (Indianapolis IN)
IN
07/01/2003 - 11/25/2016
WELLS FARGO ADVISORS, LLC (INDIANAPOLIS IN)
NY
03/19/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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