Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Leigh Zimbro is a financial advisor with over 23 years of experience in the industry. Dana is registered with Wells Fargo Clearing Services, LLC and holds Series 7, 63, and 66 licenses. Dana specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses. Dana also has a strong understanding of retirement planning and has worked extensively with pension and profit-sharing plans. Dana is committed to providing clients with personalized advice and strategies that are tailored to their unique financial goals and objectives.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
06/27/2017 - Present
Wells Fargo Clearing Services, LLC (CARBONDALE IL)
IL
03/17/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CARBONDALE IL)
BOTH
Issued 12/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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