Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Elizabeth Whitney is a financial advisor who is registered with KKR Capital Markets LLC. Dana has been in the industry since 2011. Dana holds the Series 3, 7, 7TO and 63 licenses. Dana has an active FINRA registration and is registered in 53 states. Dana is currently located at the KKR Capital Markets LLC branch office in New York, NY.
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.
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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2
NY
09/12/2022 - Present
KKR Capital Markets LLC (New York NY)
CT
05/11/2011 - 05/13/2014
ALPS DISTRIBUTORS, INC. (GREENWICH CT)
BC
Issued 09/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2013
Series 3 - National Commodity Futures Examination
BC
Issued 05/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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