Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Lundquist is a financial professional with over 30 years of experience in the financial services industry. Dana is currently registered with Allstate Financial Services, LLC, and holds Series 6, 7, 63, and 65 licenses. Dana has a strong background in providing investment advice and financial planning services to individuals and families.
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
TX
07/19/2001 - Present
Allstate Financial Services, LLC (ADDISON TX)
CA
01/02/2001 - 07/31/2001
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
TX
07/14/1995 - 12/15/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
AZ
11/15/1993 - 06/27/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
09/28/1992 - 10/14/1993
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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