Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dagny? Claim Your ProfileDagny Maidman is an Investment Advisor Representative associated with Cresset Asset Management, LLC. Dagny has been in the industry for over 20 years, working with several prominent firms including J.P. Morgan Securities LLC, First Republic Securities Company, LLC, and Credit Suisse Securities (USA) LLC. Dagny holds the Series 63, Series 65 and Series 7 licenses and has been registered with FINRA and the SEC throughout her career. Dagny is an active Investment Advisor in California, Connecticut, Florida, Montana, New Hampshire, New Jersey, Texas and Wyoming.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MT
04/19/2024 - Present
Cresset Asset Management, LLC (Bozeman MT)
CA
09/29/2023 - 04/20/2024
J.P. MORGAN SECURITIES LLC (San Francisco CA)
WY
10/09/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Jackson WY)
CA
09/15/2008 - 11/05/2015
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
01/02/2004 - 09/18/2008
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
MA
08/19/2003 - 01/08/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/01/1997 - 08/20/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
09/06/1996 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
IA
Issued 02/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Dagny Maidman is the right advisor for you? Invested Better is here to help.
