Unclaimed
Dana Barrett is a financial advisor who has been in the industry since January 29, 1989. Dana is currently registered with Cetera Investment Advisers LLC, and has previously worked with Foresters Financial Services, Inc. and Foresters Advisory Services LLC. Dana holds the following licenses: Series 6, Series 63, and Series 65. Dana is a registered investment advisor in Texas and Louisiana. Dana offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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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LA
09/10/2020 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
01/30/1989 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (BATON ROUGE LA)
IA
Issued 6/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/6/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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