Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Mae Welty is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Dana has been in the securities industry since 2021. Dana is registered in 53 states and the District of Columbia, and has passed the Series 7, Series 66, and SIE exams. Dana is also a registered investment advisor in California and New Jersey. Dana has previously worked at Blackrock Investments, LLC and Ferguson Wellman Capital Management.
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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OR
12/02/2024 - Present
Fidelity Personal AND Workplace Advisors (BEAVERTON OR)
BOTH
Issued 02/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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