Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Brunansky Specht is an investment advisor representative who has been in the financial industry since 1994. Dana is currently registered with LPL Financial LLC and is licensed in Idaho and Texas. Prior to joining LPL Financial, Dana worked for Wells Fargo Clearing Services, LLC, Dean Witter Reynolds Inc., and John Hancock Distributors, Inc. Dana has a wide range of experience in the financial industry, including experience with investment clubs, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Dana specializes in providing investment advice, financial planning, and pension consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
09/23/2020 - Present
LPL Financial LLC (DALTON GARDENS ID)
CA
02/29/2000 - 09/24/2020
WELLS FARGO CLEARING SERVICES, LLC (PASADENA CA)
NY
07/20/1994 - 03/01/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MA
07/20/1994 - 06/12/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/20/1994 - 06/12/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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