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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you M.? Claim Your ProfileM. Shannon Dana is a financial advisor with Western Wealth Management LLC. M. Shannon Dana has been in the industry for over 20 years, working with individuals, families, and businesses. M. Shannon Dana specializes in retirement planning, investment management, and financial planning. M. Shannon Dana has a long history with Western Wealth Management LLC, joining the company in 2016. Before joining Western Wealth Management LLC, M. Shannon Dana worked with CETERA ADVISOR NETWORKS LLC and QA3 FINANCIAL CORP. M. Shannon Dana holds a Series 7, Series 24, and Series 66 license.
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.
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
CO
06/22/2016 - Present
Western Wealth Management LLC (Greenwood Village CO)
CO
02/16/2011 - 04/26/2016
CETERA ADVISOR NETWORKS LLC (GREENWOOD VILLAGE CO)
CO
11/02/2005 - 02/11/2011
QA3 FINANCIAL CORP. (GREENWOOD VILLAGE CO)
CO
11/20/2003 - 11/04/2005
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
NJ
03/13/2000 - 12/17/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 03/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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