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 Smith is a financial professional with over 20 years of experience in the industry. Dana has been registered with Pacific Select Distributors, LLC since 2006. Prior to that, Dana worked at Pacific Select Distributors, Inc. Dana has a Series 6 and SIE licenses. Dana is currently located in Newport Beach, California.
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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CA
09/26/2006 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
09/25/2001 - 01/21/2005
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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