Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Michelle Berry is a financial advisor with Stifel, Nicolaus & Company, Inc. with over 20 years of experience in the financial services industry. Dana has a diverse background and has held positions at various firms, including City Securities Corporation, PNC Capital Markets LLC, PNC Investments, and NatCity Investments, Inc. Dana holds a variety of licenses and certifications, including Series 7, Series 52TO, Series 53 and SIE. Dana is registered to provide financial services in the state of Indiana. Dana's expertise includes municipal securities, financial planning, and portfolio management for individuals, businesses, and pooled investment vehicles.
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
IN
02/24/2017 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
IN
07/15/2015 - 09/21/2017
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
11/10/2011 - 07/07/2015
PNC CAPITAL MARKETS LLC (INDIANAPOLIS IN)
PA
10/15/2010 - 10/27/2011
PNC INVESTMENTS (PITTSBURGH PA)
IN
02/02/2010 - 10/27/2011
PNC CAPITAL MARKETS LLC (INDIANAPOLIS IN)
IN
11/13/2009 - 02/02/2010
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
07/09/2001 - 11/13/2009
NATCITY INVESTMENTS, INC. (INDIANAPOLIS IN)
BC
Issued 05/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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