Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Fleck is a financial professional with over 20 years of experience in the industry. Dana currently works at Fidelity Brokerage Services LLC, a firm with a strong reputation for providing comprehensive financial services. Dana holds a variety of licenses and certifications, including Series 7, Series 26, Series 51, and SIE. Dana is dedicated to helping clients achieve their financial goals and providing them with personalized advice and guidance.
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.
1
2
NH
10/09/2009 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
RI
10/04/2006 - 09/15/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
01/01/2005 - 08/29/2006
BANCNORTH INVESTMENT GROUP, INC. (ANDOVER MA)
MN
07/12/2002 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
05/05/2000 - 11/28/2001
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BC
Issued 06/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/03/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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