Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Willard Howe is a financial advisor currently registered with Fidelity Brokerage Services LLC. Dana has been in the industry since February 6, 2003, with experience at several firms including American Express Financial Advisors Inc. and IDS Life Insurance Company. Dana is registered in 53 states for securities transactions and is also a registered principal with Fidelity Brokerage Services LLC.
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
TX
03/15/2018 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
08/12/2004 - 08/09/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
MN
10/24/2002 - 02/12/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/24/2002 - 02/12/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
12/07/2000 - 09/25/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 11/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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