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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Hastings is a financial advisor with Hightower Advisors, LLC, in Cleveland, Ohio. Dana has been in the financial services industry since 1986 and has a wealth of experience in providing financial advice to individuals and businesses. Dana is a Certified Financial Planner and a Chartered Financial Consultant, and has expertise in various investment areas.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
OH
06/19/2019 - Present
Hightower Advisors, LLC (Cleveland OH)
OH
09/25/2013 - 09/30/2014
RESOURCE HORIZONS GROUP LLC (BAYVILLAGE OH)
OH
10/17/2012 - 07/05/2013
MCDONALD PARTNERS LLC (CLEVELAND OH)
OH
09/21/2012 - 10/19/2012
VALMARK SECURITIES, INC. (CLEVELAND OH)
OH
06/23/2009 - 09/05/2012
MCDONALD PARTNERS LLC (CLEVELAND OH)
OH
02/20/2009 - 03/19/2009
SMH CAPITAL INC. (BEACHWOOD OH)
NJ
02/09/2007 - 08/14/2008
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
OH
04/13/2000 - 02/09/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
CA
07/09/1999 - 02/22/2000
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
CA
05/09/1997 - 09/11/1997
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
CA
04/10/1989 - 12/01/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
03/07/1986 - 04/10/1989
AMERICAN PACIFIC SECURITIES CORPORATION
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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