Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dane? Claim Your ProfileDane Alden Bradford is a financial advisor with Cetera Investment Advisers LLC. Dane has been working in the financial services industry since 2005 and has a wide range of experience in helping individuals and families achieve their financial goals. Dane has Series 6, 7, 63 and 66 licenses and is registered to provide advisory services in Arizona, California, Georgia, Hawaii, Idaho, Illinois, Maryland, Nevada, New Jersey, New York, Oregon, Tennessee, Texas, Washington and Wisconsin. Dane is also a licensed insurance agent in Tennessee and is the owner of AYA Wealth Management.
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
TN
06/29/2023 - Present
Cetera Investment Advisers LLC (ATHENS TN)
OR
03/30/2018 - 07/23/2021
U.S. BANCORP INVESTMENTS, INC. (LAKE OSWEGO OR)
OR
10/01/2012 - 04/11/2018
J.P. MORGAN SECURITIES LLC (PORTLAND OR)
OR
06/15/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PORTLAND OR)
OR
07/17/2007 - 05/28/2010
U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)
WI
02/11/2005 - 11/01/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 08/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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