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 Brown is a financial professional with over 20 years of experience in the industry. Dana has a strong track record of success in providing financial planning, investment management, and other advisory services to individuals, businesses, and retirement plans. Dana is currently registered with Private Client Services, LLC and is dedicated to helping clients achieve their financial goals.
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.
1
2
MO
02/24/2020 - Present
Private Client Services, LLC (Creve Coeur MO)
MO
12/14/2018 - 02/20/2020
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
04/20/2018 - 05/18/2018
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
03/02/1999 - 02/02/2004
BRIDGE TRADING COMPANY (ST. LOUIS MO)
MO
03/20/1998 - 09/11/1998
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
NA
05/23/1995 - 03/22/1996
ACG SECURITIES, LLC
NA
12/04/1989 - 05/24/1995
TRADERS INSTITUTIONAL SECURITIES, INC.
NY
07/29/1986 - 12/12/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
11/22/1983 - 08/05/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 04/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dana Brown is the right advisor for you? Invested Better is here to help.
