Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Wayne Goshon is a financial advisor who has been in the industry since February 2021. Dana is currently registered with Edward Jones and has offices in Marion, Iowa. Dana is licensed to provide financial services in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Minnesota, Missouri, Nebraska, Texas, and Wyoming. Dana is also licensed to provide financial services in Iowa and Texas. Dana specializes in providing financial services to individuals, families, and businesses. Dana is a member of the Edward Jones team, a firm with a rich history of providing financial services to clients across the United States. Edward Jones has a team of over 22,000 financial advisors and manages over $1 trillion in assets. If you are looking for a financial advisor with experience and expertise in the industry, Dana may be the right choice for you.
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
IA
03/25/2024 - Present
Edward Jones (Marion IA)
BOTH
Issued 03/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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