Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Stallings has been a registered investment advisor representative since 2005. Dana has worked with several firms, including Threvent Investment Management, New England Securities, American Portfolios Financial Services, and First Allied Securities. Currently, Dana is an investment advisor representative with Cetera Investment Advisers 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.
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
IN
11/03/2022 - Present
Cetera Investment Advisers LLC (MUNCIE IN)
IN
09/01/2020 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (MUNCIE IN)
IN
08/08/2012 - 09/02/2020
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (MUNCIE IN)
IN
07/26/2006 - 08/13/2012
NEW ENGLAND SECURITIES (MUNCIE IN)
IN
05/20/2005 - 08/01/2006
THRIVENT INVESTMENT MANAGEMENT INC. (INDIANAPOLIS IN)
BOTH
Issued 6/1/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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