Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dahna? Claim Your ProfileDahna Cooper Clarke is a financial professional with over 20 years of experience in the financial services industry. Dahna has held positions at several firms including Citigroup Global Markets Inc. and First Union Securities, Inc. Dahna is currently registered with Cetera Investment Advisers LLC and provides financial planning, portfolio management and other financial services to individuals and businesses. Dahna is also the owner of SOPHS, LLC, an expense management company.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (WESTMINSTER CO)
CO
08/04/2009 - 11/04/2013
INVEST FINANCIAL CORPORATION (DENVER CO)
CO
09/17/2002 - 02/03/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
MO
02/01/1999 - 03/28/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 02/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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