Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Lynn Klein is a financial professional with over 20 years of experience in the financial services industry. Dana is currently registered with Cambridge Investment Research Advisors, Inc. as an Investment Advisor Representative. Dana has held previous positions with Hefren-Tillotson, Inc. and Lincoln Investment. Dana offers a variety of financial services including financial planning, investment management, and retirement planning. Dana is committed to providing her clients with personalized service and helping them reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
10/25/2022 - Present
Cambridge Investment Research Advisors, Inc. (Irwin PA)
PA
03/15/2017 - 10/04/2022
HEFREN-TILLOTSON, INC. (GREENSBURG PA)
PA
02/12/2001 - 02/03/2017
LINCOLN INVESTMENT (PITTSBURGH PA)
IA
Issued 07/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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