Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Marie Brewer is a financial advisor with Birchwood Financial Partners, Inc. Dana has been a registered investment advisor since 1998 and has extensive experience in the financial services industry. Dana is a Certified Financial Planner™ and holds the Series 7 and Series 63 licenses. Dana's expertise includes financial planning, portfolio management for individuals, and selection of other advisors. Dana provides financial services to individuals, families, and businesses.
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.
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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MN
10/31/2018 - Present
Birchwood Financial Partners, Inc. (EDINA MN)
MN
03/05/1998 - 12/31/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (EDINA MN)
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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