Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Vlasics is a financial advisor associated with Thrivent Investment Management Inc. Dana is registered with the Securities and Exchange Commission (SEC) as a Registered Representative and Investment Advisor Representative. Dana has 23 years of experience in the financial services industry and is actively registered in 10 states. Dana's professional certifications include passing the Series 66, Series 7TO, and SIE exams. In addition to working with clients, Dana is a board member of the Nazareth Economic Development Commission and the President of the Sam Vlasics Foundation, both of which are non-profit 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.
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
PA
11/06/2023 - Present
Thrivent Investment Management Inc. (NAZARETH PA)
BOTH
Issued 11/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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