Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Austin Wright is an investment professional with over 30 years of experience in the financial services industry. Currently, Dana is a Registered Representative and Investment Advisor Representative at Osaic Wealth, Inc., located in BEL AIR, MD. Previously, Dana was with SECURITIES AMERICA, INC., INVESTACORP, INC., LPL FINANCIAL LLC, MUTUAL SERVICE CORPORATION, HORNOR, TOWNSEND & KENT, INC., and NEW ENGLAND SECURITIES. Dana is registered to offer securities products and investment advisory services in 16 states including Colorado, Delaware, Florida, Hawaii, Maryland, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, and Washington. Dana has successfully completed the SIE, Series 6, and Series 63 exams. Dana specializes in helping individuals and businesses with financial planning, portfolio management, and investment advisory services.
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
MD
06/14/2024 - Present
Osaic Wealth, Inc. (BEL AIR MD)
MD
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BEL AIR MD)
MD
03/18/2014 - 07/17/2020
INVESTACORP, INC. (bEL AIR MD)
MD
09/08/2009 - 03/27/2014
LPL FINANCIAL LLC (BELAIR MD)
MD
08/12/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (BELAIR MD)
MD
01/06/1997 - 08/06/2008
HORNOR, TOWNSEND & KENT, INC. (BEL AIR MD)
NY
04/06/1993 - 12/27/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
08/05/1992 - 12/31/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NE
06/28/1989 - 06/23/1992
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
BC
Issued 10/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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