Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danna? Claim Your ProfileDanna Jarvis is an investment advisor representative with Hightower Advisors, LLC. Danna Jarvis is also registered with the state of Nevada. Danna Jarvis has been in the securities industry since June 18, 2008. Prior to joining Hightower Advisors, LLC, Danna Jarvis was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Danna Jarvis has a Series 66, SIE and Series 7 licenses. Danna Jarvis provides financial planning, portfolio management for individuals and businesses, and pension consulting. Danna Jarvis also has experience with treasury management for corporate clients. Danna Jarvis is located in the Henderson, Nevada office of Hightower Advisors, LLC.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NV
10/01/2012 - Present
Hightower Advisors, LLC (HENDERSON NV)
NV
10/23/2009 - 09/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HENDERSON NV)
NV
06/18/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HENDERSON NV)
BOTH
Issued 07/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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