Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dane? Claim Your ProfileDane Everett is a financial advisor with Ameriprise Financial Services, LLC, with over 16 years of experience in the industry. Dane has been registered with FINRA since 2004. Dane holds the Series 7, Series 31 and Series 66 licenses. Dane has worked at several firms throughout their career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and Wells Fargo Clearing Services, LLC. Dane specializes in providing financial planning, asset allocation, and portfolio management services for individual and business clients. Dane is committed to providing personalized financial advice and helping their clients achieve their financial goals.
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.
Asset allocation services
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.
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2
TX
01/11/2024 - Present
Ameriprise Financial Services, LLC (HOUSTON TX)
TX
12/14/2017 - 01/25/2024
WELLS FARGO CLEARING SERVICES, LLC (LAKE JACKSON TX)
TX
09/01/2016 - 12/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
07/16/2009 - 09/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AMARILLO TX)
TX
06/01/2009 - 07/09/2009
MORGAN STANLEY SMITH BARNEY (AMARILLO TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (AMARILLO TX)
TX
01/01/2004 - 04/02/2007
MORGAN STANLEY DW INC. (AMARILLO TX)
BOTH
Issued 10/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2004
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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