Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Lomonaco is a financial professional with a strong background in the industry. Dana has a Series 7, Series 63, and Series 65 license. Dana is currently registered with Charles Schwab & Co., Inc. and has previously been registered with TD Ameritrade, Inc. and Janney Montgomery Scott LLC. Dana has been working in the financial services industry since 2017. Dana’s experience with both brokerage and investment advisory firms, combined with her licenses and designations, shows her commitment to providing excellent financial advice.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
PA
03/21/2023 - Present
Charles Schwab & CO., Inc. (Wayne PA)
PA
03/24/2023 - 07/29/2024
TD AMERITRADE, INC. (Radnor PA)
PA
10/16/2018 - 10/06/2022
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
06/16/2017 - 10/16/2018
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 9/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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