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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Marie Muessle is a financial advisor with Fidelity Personal and Workplace Advisors. Dana has been working in the financial services industry since 2002. Dana's experience includes working for Wells Fargo Clearing Services, LLC, PNC Investments, Edward Jones, UVEST Financial Services Group, Inc., and NatCity Investments, Inc. Dana is registered to provide investment advice and securities services in all 50 states and the District of Columbia. Dana is a Registered Representative of Fidelity Personal and Workplace Advisors, a Registered Investment Advisor.
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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2
GA
11/22/2023 - Present
Fidelity Personal AND Workplace Advisors (LAWRENCEVILLE GA)
GA
07/02/2020 - 01/12/2023
WELLS FARGO CLEARING SERVICES, LLC (SNELLVILLE GA)
KY
05/10/2011 - 06/26/2013
PNC INVESTMENTS (LOUISVILLE KY)
IN
08/12/2008 - 04/18/2011
EDWARD JONES (JEFFERSONVILLE IN)
KY
11/07/2005 - 05/14/2007
UVEST FINANCIAL SERVICES GROUP, INC. (SHELBYVILLE KY)
OH
09/06/2002 - 11/11/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BOTH
Issued 08/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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