Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Lianne Gibbs is a financial advisor with over 30 years of experience in the financial services industry. Dana is currently registered with Ameriprise Financial Services, LLC and has been working with the firm since July 2024. Previously, Dana worked at Benjamin F. Edwards & Company, Inc., Wells Fargo Advisors, LLC, and A.G. Edwards & Sons, Inc. Dana is a licensed Series 7, 6, and 66 securities representative. Dana can provide financial advice to individuals, corporations, and other businesses. Dana can help with financial planning, asset allocation, portfolio management, pension consulting, and educational seminars.
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
MI
07/19/2024 - Present
Ameriprise Financial Services, LLC (Auburn MI)
MI
10/04/2013 - 07/29/2024
BENJAMIN F. EDWARDS & COMPANY, INC. (MIDLAND MI)
MI
01/01/2008 - 10/07/2013
WELLS FARGO ADVISORS, LLC (MIDLAND MI)
MI
04/30/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MIDLAND MI)
KY
06/22/1998 - 05/04/1999
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MN
05/24/1996 - 07/14/1997
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
OR
07/30/1992 - 03/20/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 11/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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