Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Hurley is a financial advisor with LPL Financial LLC. Dana has been in the financial services industry for over 10 years. Dana is registered with the state of Florida as a Registered Representative and Investment Advisor Representative. Dana holds Series 7 and Series 66 securities licenses and a SIE license. Dana is also a Certified Financial Planner. Dana provides a range of financial services to individuals, corporations, and institutions, including financial planning, investment management, and retirement planning. Dana has worked with Allen & Company of Florida, LLC in the past.
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.
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2
FL
01/04/2022 - Present
LPL Financial LLC (LAKELAND FL)
FL
11/26/2019 - 12/12/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
FL
03/08/2012 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
BOTH
Issued 04/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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