Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwanna? Claim Your ProfileDwanna Felton is a financial professional with over 12 years of experience in the industry. Dwanna is currently registered with Tiaa-Cref Individual & Institutional Services, LLC, where she specializes in providing financial planning and portfolio management services to individuals and businesses. Dwanna holds a Series 63, Series 7, and SIE license, and is registered in Texas. Prior to joining Tiaa-Cref, Dwanna worked as a financial advisor at TD Ameritrade, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
12/03/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
07/12/2011 - 12/02/2013
TD AMERITRADE, INC. (FORT WORTH TX)
BC
Issued 07/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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