Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Dunkelberger is an Investment Advisor Representative with Coppell Advisory Solutions LLC and S & D Financial, LLC, based in San Antonio, TX. Dana has been in the industry since 2010 and has a Series 65 license. Dana specializes in providing financial planning, selection of other advisors, and portfolio management services to individuals and businesses.
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.
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.
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TX
08/30/2021 - Present
Coppell Advisory Solutions LLC (San Antonio TX)
IA
Issued 06/19/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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