Unclaimed
Dana Bible is a registered representative with Avantax Investment Services, Inc., with over 25 years of experience in the financial industry. Dana has a strong track record of providing personalized financial advice and investment management services to individuals and families. Dana holds a Series 6 and Series 63 license and is registered in Kansas, Massachusetts, North Carolina, Virginia, and West Virginia.
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.
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.
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2
VA
04/12/2004 - Present
Avantax Investment Services, Inc. (Daleville VA)
AZ
10/01/2002 - 12/31/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
01/03/1998 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 12/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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