Unclaimed
Dana Marie Ferrell is a financial advisor at Ameriprise Financial Services, LLC. Dana has been in the industry since 1996 and is registered to provide investment advice in 25 states. Dana is also a licensed insurance agent. Ameriprise Financial Services, LLC is a well-established firm with over 140,000 clients and billions of dollars in assets under management. They offer a wide range of financial services, including financial planning, investment management, and insurance.
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.
1
2
WA
10/05/2016 - Present
Ameriprise Financial Services, LLC (Bellevue WA)
WA
07/29/2015 - 09/30/2016
UBS FINANCIAL SERVICES INC. (RENTON WA)
WA
12/05/1996 - 07/28/2015
AMERIPRISE FINANCIAL SERVICES, INC. (RENTON WA)
MN
12/05/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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