Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Poston is a financial advisor in Damariscotta, Maine. Dana has been in the financial industry since 1993. Dana has a strong background in providing investment advice and financial planning services to individuals, families, and businesses. Dana is currently registered with Ameriprise Financial Services, LLC, a large financial services firm with a wide range of products and services. Dana's prior experience includes roles at Wells Fargo Advisors, LLC and RBC Capital Markets, LLC.
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
ME
10/19/2020 - Present
Ameriprise Financial Services, LLC (Damariscotta ME)
ME
09/26/2013 - 10/20/2020
WELLS FARGO CLEARING SERVICES, LLC (DAMARISCOTTA ME)
ME
08/31/2007 - 10/04/2013
RBC CAPITAL MARKETS, LLC (DAMARISCOTTA ME)
ME
02/21/2006 - 09/10/2007
CITIGROUP GLOBAL MARKETS INC. (PORTLAND ME)
MD
12/22/1993 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 01/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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