Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Lauren Mazzarella is a financial advisor associated with Kestra Advisory Services, LLC. Dana Lauren Mazzarella has been in the financial industry for over five years. Dana Lauren Mazzarella is registered with the state of Maryland. Dana Lauren Mazzarella also has a Series 6, Series 63 and Series 65 license.
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.
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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TX
12/20/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
IA
Issued 12/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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