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Dana Christine Churella

Commonwealth Financial Network

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About Dana Christine Churella

Dana Christine Churella is a financial advisor with Commonwealth Financial Network. Dana has been in the industry since 1998 and has experience with a number of firms including Raymond James & Associates, Inc., State Street Global Advisors Funds Distributors, LLC, Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC and more. Dana holds Series 7, Series 63 and SIE licenses as well as the Series 99TO exam for Operations Professionals. Dana's client focus areas include individual and business portfolio management, retirement planning, pension consulting and educational seminars.

Firm Information

Dana Churella is currently registered with Commonwealth Financial Network. Commonwealth Financial Network is an Approved Limited Liability Company formed in August 2017 and headquartered in Waltham, Massachusetts. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. They have a presence in all 50 states, as well as in Puerto Rico and the Virgin Islands. The firm manages approximately $177 billion in regulatory assets under management and has a large network of licensed agents, investment adviser representatives, registered representatives, and investment advisory functions. They cater to various client types, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
Commonwealth Financial Network

29 SAWYER ROAD

WALTHAM, MA 02453-3483

$177.03B

Assets Under Management

19,600

Total Clients

3,791

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dana Churella’s Registration & Firm History

AZ

06/14/2024 - Present

Commonwealth Financial Network (Scottsdale AZ)

AZ

06/30/2022 - 04/13/2023

RAYMOND JAMES & ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

08/17/2021 - 05/18/2022

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Scottsdale AZ)

AZ

04/14/2020 - 08/10/2021

FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)

AZ

06/05/2018 - 05/15/2019

J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)

AZ

09/02/2011 - 03/08/2018

SCOTTRADE, INC. (SCOTTSDALE AZ)

AZ

07/28/2010 - 06/16/2011

MORGAN STANLEY SMITH BARNEY (SCOTTSDALE AZ)

AZ

01/23/2008 - 07/06/2010

CHARLES SCHWAB & CO., INC. (SCOTTSDALE AZ)

AZ

04/04/2007 - 09/05/2007

RBC DAIN RAUSCHER INC. (PHOENIX AZ)

AZ

09/15/2004 - 04/04/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (SCOTTSDALE AZ)

NY

11/29/1994 - 07/08/2003

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NJ

03/15/1993 - 02/22/1994

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 04/26/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dana Christine Churella.
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