Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Townsend is a financial advisor with over 14 years of experience in the financial services industry. Dana currently works with Osaic Wealth, Inc. in EDINA, MN. Dana holds a Series 6, 7, 24 and 63 licenses. Prior to joining Osaic Wealth, Dana worked with SECURITIES AMERICA, INC., MSI FINANCIAL SERVICES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, CENTAURUS FINANCIAL, INC., QUESTAR CAPITAL CORPORATION and USALLIANZ SECURITIES, INC.. Dana specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Dana is committed to helping clients achieve their financial goals and believes in building strong relationships with clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (EDINA MN)
MN
09/17/2021 - 06/14/2024
SECURITIES AMERICA, INC. (EDINA MN)
NC
10/23/2014 - 09/06/2016
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
CA
12/06/2011 - 11/14/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (LAJOLLA CA)
VA
08/26/2010 - 09/15/2011
CENTAURUS FINANCIAL, INC. (LEESBURG VA)
MN
12/01/2006 - 05/28/2009
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
01/02/2003 - 12/01/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 12/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dana Townsend is the right advisor for you? Invested Better is here to help.
