Invested Better
Unclaimed

Unclaimed

Unclaimed

Dana Flogel

Sammons Financial Network, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dana? Claim Your Profile

About Dana Flogel

Dana Flogel is a financial professional currently registered with Sammons Financial Network, LLC. Dana has been working in the financial services industry since June 17, 2015. Dana holds the Series 6, Series 26, and SIE licenses and has a strong background in investment company products and variable contracts. Prior to joining Sammons Financial Network, LLC, Dana was registered with MetLife Investors Distribution Company.

Firm Information

Dana Flogel is currently registered with Sammons Financial Network, LLC. Sammons Financial Network, LLC is a Limited Liability Company formed in June 2011. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

155

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dana Flogel’s Registration & Firm History

IA

01/31/2023 - Present

Sammons Financial Network, LLC (WEST DES MOINES IA)

IA

05/07/2015 - 12/19/2022

METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)

Not sure if Dana Flogel is right for you?

Licenses & Designations

BC

Issued 06/10/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Dana Flogel. Review regulatory record here.
Not sure if Dana Flogel is right for you?