Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Gillette is a financial advisor with Fidelity Personal and Workplace Advisors, where Dana provides financial planning and investment advice. Dana is registered with the state of Florida and Texas. Dana holds the Series 7, 63, 66, 9, and 10 securities licenses. Dana has been in the financial industry since 2008 and is also a licensed photographer in Naples, Florida.
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.
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
FL
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (NAPLES FL)
FL
02/26/2018 - 04/25/2022
TD AMERITRADE, INC. (NAPLES FL)
FL
01/26/2022 - 04/21/2022
CHARLES SCHWAB & CO., INC. (Naples FL)
WA
04/29/2016 - 02/26/2018
SCOTTRADE, INC. (TACOMA WA)
CO
06/10/2014 - 11/06/2015
BANCWEST INVESTMENT SERVICES, INC. (BRECKENRIDGE CO)
PA
10/21/2008 - 04/30/2014
SCOTTRADE, INC. (JENKINTOWN PA)
BOTH
Issued 02/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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