Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Smith is a financial advisor who has been in the industry since February 2009. Dana is registered with the state of Tennessee and Illinois and is a registered representative of Avantax Investment Services, Inc. Dana has passed the Series 7, Series 66 and SIE exams and is a licensed insurance professional.
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
TN
02/18/2009 - Present
Avantax Investment Services, Inc. (WOODBURY TN)
BOTH
Issued 01/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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