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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 Mayerle is a financial advisor with Cetera Investment Advisers LLC located in ST PAUL, MN. Dana has been in the financial services industry since 2003 and has experience with Ameriprise Financial Services, Inc., IDS Life Insurance Company, Riversource Distributors, Inc., ING Financial Advisers, LLC, and Securian Financial Services, Inc. Dana is registered to provide financial advice in Minnesota. Dana holds the Series 6, 7, 24, 63, and 65 licenses. Dana specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Dana's firm, Cetera Investment Advisers LLC, is a Registered Investment Adviser firm with approximately 104.5 billion dollars under management and over 423,554 accounts. Cetera Investment Advisers LLC provides investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Cetera Investment Advisers LLC specializes in financial planning, portfolio management, and retirement planning. Cetera Investment Advisers LLC's mission is to help clients 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.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ST PAUL MN)
MN
10/09/2009 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
10/30/2008 - 02/04/2009
ING FINANCIAL ADVISERS, LLC (MINNEAPOLIS MN)
MN
01/01/2007 - 04/29/2008
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
04/11/2002 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/11/2002 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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