Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dane? Claim Your ProfileDane R. Perrault is a financial advisor who has been in the industry since 2010. Dane is currently registered with Fidelity Personal and Workplace Advisors and has been with the firm since 2018. Dane has experience with both brokerage and investment advisory services. Dane has licenses in 31 states and is also a registered Investment Advisor in Texas and Washington. Dane's specializations include securities, investment advisory, retirement planning, financial planning, estate planning, and college savings.
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.
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
WA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SEATTLE WA)
WA
03/08/2010 - 05/26/2011
CHASE INVESTMENT SERVICES CORP. (SEATTLE WA)
WA
11/06/2009 - 02/22/2010
PRUCO SECURITIES, LLC. (BELLEVUE WA)
BOTH
Issued 12/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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