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Dana Sharon Lewis is a financial_advisor professional located in St Peters, MO. They specialize in financial advisory. With over 1 years of experience, they bring deep expertise to every client.
Dana Sharon Lewis - Edward Jones holds an active professional license (FINRA CRD) for your protection.
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Dana Sharon Lewis is a financial advisor with Edward Jones in St Peters, Missouri. With one year in business, Dana works with clients on financial planning and investment services. Dana holds a FINRA CRD license, which enables her to provide securities-related guidance and manage client investments within regulatory frameworks.
Dana's FINRA CRD license indicates registration with the Financial Industry Regulatory Authority, which oversees broker-dealers and investment professionals. This license allows her to recommend and execute securities transactions, including stocks, bonds, and mutual funds. FINRA registration requires passing qualification exams and adhering to strict compliance and ethical standards, ensuring she operates under ongoing regulatory supervision and consumer protection requirements.