Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Christopher Go is a financial advisor with over 23 years of experience. Dana has a Series 7, Series 63, and Series 65 licenses. Dana is registered with LPL Financial LLC and has previously been registered with other firms such as Securities America, Inc., CUSO Financial Services, L.P., and Nationwide Investment Services Corporation.
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
CA
05/06/2022 - Present
LPL Financial LLC (COVINA CA)
CA
04/06/2018 - 02/07/2022
SECURITIES AMERICA, INC. (HOLLYWOOD CA)
CA
10/03/2016 - 06/26/2017
CUSO FINANCIAL SERVICES, L.P. (Los Angeles CA)
CA
06/08/2015 - 10/07/2016
LPL FINANCIAL LLC (PASADENA CA)
CA
05/11/2009 - 06/08/2015
INVEST FINANCIAL CORPORATION (BURBANK CA)
OH
11/17/2006 - 11/07/2008
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CA
10/27/2003 - 10/27/2006
WM FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
05/02/2001 - 08/18/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
12/07/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NJ
12/04/1998 - 12/12/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dana Go is the right advisor for you? Invested Better is here to help.
