Unclaimed
Dana Shivalier is a financial professional with over 20 years of experience in the industry. Dana is currently registered with State Farm VP Management Corp. and holds the Series 6 and Series 63 licenses. Dana is also a SIE exam graduate. Dana has been registered in Georgia since 2002.
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.
1
2
GA
05/29/2002 - Present
State Farm VP Management Corp. (Dunwoody GA)
BC
Issued 04/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dana Shivalier is the right advisor for you? Invested Better is here to help.