Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Haines Stewardson is a financial advisor with over 30 years of experience in the industry. Dana is currently registered with Logan Capital Management, Inc. Dana has previously been affiliated with several other firms including National Securities Corporation, VFINANCE INVESTMENTS, INC, VFINANCE INVESTMENTS, MERCER SECURITIES, LTD., EDWARD C. RORER & CO., INC., THE PENNSYLVANIA GROUP, INCORPORATED, PENNSYLVANIA MERCHANT GROUP LTD. and KIDDER, PEABODY & CO. INCORPORATED. Dana holds Series 63, Series 65, Series 7 and SIE licenses and is a Registered Investment Advisor in Pennsylvania and Texas. Dana is a member of the investment team that manages the strategy of the Logan Capital Large Cap Growth Fund and the Logan Capital Long/Short Fund. Dana is also a director of Logan Capital Management, Inc. and Green Tree Insurance Co. Dana provides advisory services to a variety of clients including individuals, corporations, partnerships, insurance companies, investment companies, charitable organizations, pension and profit sharing plans and state or municipal government entities.
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.
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.
Strategic management for diversified investment portfolios.
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.
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2
PA
06/09/1997 - Present
Logan Capital Management, Inc. (PHILADELPHIA PA)
PA
12/18/2012 - 10/02/2017
NATIONAL SECURITIES CORPORATION (ARDMORE PA)
PA
01/01/2002 - 12/18/2012
VFINANCE INVESTMENTS, INC (ARDMORE PA)
FL
02/14/1995 - 01/01/2002
VFINANCE INVESTMENTS (BOCA RATON FL)
NA
01/05/1993 - 02/09/1995
MERCER SECURITIES, LTD.
PA
12/09/1991 - 12/31/1992
EDWARD C. RORER & CO., INC. (PHILADELPHIA PA)
FL
02/07/1990 - 01/07/1992
THE PENNSYLVANIA GROUP, INCORPORATED (VERO BEACH FL)
NY
03/19/1987 - 02/01/1990
PENNSYLVANIA MERCHANT GROUP LTD. (NEW YORK NY)
NA
02/21/1985 - 03/05/1987
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 05/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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