Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Maria Granberry is a financial advisor with over 19 years of experience in the financial services industry. Dana is currently registered with Ameriprise Financial Services, LLC and has a Series 6, 7, 24, 4, 53, and 63 license. Dana has previously held positions with American Enterprise Investment Services Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, C.R.I. Securities, Inc., and Securian Financial Services, Inc.
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
MN
10/25/2006 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
03/26/2013 - 09/19/2013
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
10/27/2003 - 10/04/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/27/2003 - 10/04/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/26/2002 - 05/30/2003
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
11/26/2002 - 05/30/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 11/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/24/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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