Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Benson is a financial advisor with Weild & Co. Dana is a seasoned professional with over 30 years of experience in the financial services industry. Dana began her career at Bear, Stearns & Co. Inc. in 1987 and has held positions at several other prominent firms including Ladenburg, Thalmann & Co., Inc., DABNEY/RESNICK/IMPERIAL, LLC, and Imperial Capital, LLC. Dana is a registered representative in California and Colorado and holds several securities licenses including Series 7, Series 24, Series 63 and SIE.
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.
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.
1
2
CO
03/29/2017 - Present
Weild & Co. (BOULDER CO)
CA
01/02/1998 - 03/06/2017
IMPERIAL CAPITAL, LLC (LOS ANGELES CA)
CA
02/26/1997 - 12/31/1997
DABNEY/RESNICK/IMPERIAL, LLC (BEVERLY HILLS CA)
NY
04/16/1991 - 03/10/1997
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
03/05/1987 - 04/02/1991
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
06/17/1985 - 11/24/1986
LORD, ABBETT & CO.
BC
Issued 07/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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