Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana McVey is a financial advisor registered with Nicolet Wealth Management. Dana has been in the financial services industry since December 3, 2017. Dana is registered with the state of Wisconsin.
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.
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
WI
05/22/2023 - Present
Nicolet Wealth Management (GREEN BAY WI)
WI
01/23/2023 - 05/04/2023
CUSO FINANCIAL SERVICES, L.P. (Green Bay WI)
WI
11/20/2017 - 02/06/2023
LPL FINANCIAL LLC (GREEN BAY WI)
BOTH
Issued 06/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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