Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Edmond Gilpatrick is a financial advisor at Cambridge Investment Research Advisors, Inc. Dana has been in the financial services industry since November 2007. Dana works with individual investors and families to help them achieve their financial goals. Dana also has experience working with business owners, retirement plans, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
01/05/2016 - Present
Cambridge Investment Research Advisors, Inc. (Harvard MA)
NH
04/10/2008 - 06/24/2013
FIDELITY BROKERAGE SERVICES LLC (NASHUA NH)
MA
09/12/2007 - 02/13/2008
AXA ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2011
Series 24 - General Securities Principal Examination
BC
Issued 05/05/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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