Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dane? Claim Your ProfileDane McDonald is a financial advisor with Wells Fargo Advisors Financial Network, LLC in St. Louis, MO. Dane is a registered representative with the firm since 2017 and has been in the financial services industry since 2008. Dane is also registered as an investment advisor representative with Wells Fargo Clearing Services, LLC since 2012. Dane specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and institutions. Dane has a strong background in financial planning and investment management, and is committed to providing clients with the best possible advice and service.
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.
Investment consulting services to institutional clients
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
MO
04/25/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
04/27/2017 - 07/19/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/13/2014 - 05/11/2015
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
01/28/2011 - 06/01/2011
NATIONAL PLANNING CORPORATION (ST. ALBANS RD MO)
MO
07/15/2009 - 01/13/2011
NYLIFE SECURITIES LLC (CREVE COEUR MO)
MO
10/14/2008 - 06/24/2009
NATCITY INVESTMENTS, INC. (ST. LOUIS MO)
MO
05/12/2008 - 08/21/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
BOTH
Issued 05/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2019
Series 4 - Registered Options Principal Examination
BC
Issued 03/20/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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