Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Plambeck is a financial advisor with D.a. Davidson & Co. Dana has been in the financial services industry since May 8, 2000 and has held a variety of roles at different firms. Currently, Dana is located at the firm's LAKE OSWEGO, OR branch. Dana holds Series 6, 7, and 63 licenses. Dana provides financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Dana has a strong track record of success and is committed to providing clients with personalized service.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
12/23/2008 - Present
D.a. Davidson & Co. (LAKE OSWEGO OR)
OR
06/20/2008 - 10/30/2008
KMS FINANCIAL SERVICES, INC. (PORTLAND OR)
OH
02/09/2007 - 12/10/2007
UBS FINANCIAL SERVICES INC. (HUDSON OH)
OH
12/20/2000 - 02/09/2007
MCDONALD INVESTMENTS INC. (HUDSON OH)
OH
07/09/1999 - 10/20/2000
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 09/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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