Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Merrill Scheer is a financial advisor with Bailard, Inc. in Foster City, CA. Dana has been in the financial industry for over 25 years, and has a strong background in investment management and financial planning. Dana holds the Series 66, Series 7 and Series 2 licenses. Dana also holds the Certified Financial Planner and Chartered Financial Analyst designations. Bailard, Inc. is a fee-only firm with a focus on providing investment management and financial planning services to individuals, families, and institutions. Bailard, Inc. has approximately 6 billion in assets under management and serves a wide range of clients, including high-net-worth individuals, families, foundations, endowments, and pension plans. Dana specializes in providing investment advice, financial planning, and wealth management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
07/08/1997 - Present
Bailard, Inc. (FOSTER CITY CA)
CA
10/24/1997 - 06/26/2018
BAILARD FUND SERVICES, INC. (FOSTER CITY CA)
BOTH
Issued 08/27/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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