Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Levasseur is a financial advisor who has been working in the industry since 2006. Currently, Dana is registered with Stifel Independent Advisors, LLC, and has been there since March 2022. Dana has been in the financial services industry for over 15 years, having previously held positions with Stiefel, Nicolaus & Company, Incorporated, Wells Fargo Advisors Financial Network, LLC, and First Clearing, LLC. Dana is a Series 7 and SIE licensed representative.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
03/10/2022 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
MO
09/14/2021 - 03/22/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
09/18/2015 - 09/03/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
VA
10/18/2006 - 09/18/2015
FIRST CLEARING, LLC (GLEN ALLEN VA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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