Unclaimed
Dana Nicole Badgett is a financial advisor with Edward Jones. Dana has been in the financial services industry since November 17, 2002. Dana has a Series 63 license, Series 66 license, Series 7 license, Series 9 license, Series 10 license and Series 24 license. Dana is registered with the state of Illinois, Missouri, Massachusetts, Arkansas and Utah. Dana also holds a SIE license. In addition to her financial advisor work, Dana is also a waitress at Chasers Lounge in Smithton, Illinois. Dana has worked at Edward Jones since June of 1999.
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.
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.
See schedule d - miscellaneous
1
2
IL
07/28/2016 - Present
Edward Jones (Waterloo IL)
BOTH
Issued 07/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 06/10/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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