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Dana Boise

Investment Distributors, Inc.

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About Dana Boise

Dana Boise is a financial advisor with Investment Distributors, Inc. located in Covington, KY. Dana has been in the industry since May 22, 2012, and is registered with FINRA as a Series 6 and Series 26 representative. Dana holds a Series 63 license and is registered in New York.

Firm Information

Dana Boise is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Dana Boise’s Registration & Firm History

KY

10/06/2023 - Present

Investment Distributors, Inc. (Covington KY)

OH

05/23/2012 - 10/09/2023

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 12/01/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dana Boise.
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