Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dane? Claim Your ProfileDane Robison is a financial advisor with Commonwealth Financial Network, a firm with a strong focus on serving individual investors and families. Dane has been actively involved in the financial industry since 2010, gaining experience with Edward Jones prior to joining Commonwealth Financial Network in 2023. Dane specializes in a wide range of financial planning services, including portfolio management, retirement planning, and insurance. With his experience and expertise, Dane strives to help clients achieve their financial goals and aspirations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
02/24/2023 - Present
Commonwealth Financial Network (Morgan City LA)
LA
07/01/2010 - 03/01/2023
EDWARD JONES (MORGAN CITY LA)
BOTH
Issued 09/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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