Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Lynton Gordon is a registered investment advisor representative with Eagle Strategies LLC. Dana has been in the financial services industry since January 1995. Dana holds the following licenses and certifications: Series 63, Series 65, Series 7, Series 8, Series 24 and Series 4. Dana previously worked at The O.N. Equity Sales Company, NYLIFE Securities LLC, SunTrust Investment Services, Inc., SunTrust Capital Markets, Inc., Wachovia Securities, Inc., SunTrust Securities, Inc., IFG Network Securities, Inc., Waterhouse Securities, Inc., Gaines, Berland Inc., Josephthal Lyon & Ross Incorporated and South Richmond Securities, Inc.
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.
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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2
GA
12/06/2017 - Present
Eagle Strategies LLC (ALPHARETTA GA)
GA
06/03/2016 - 10/04/2016
THE O.N. EQUITY SALES COMPANY (Atlanta GA)
GA
09/09/2008 - 05/26/2016
NYLIFE SECURITIES LLC (ATLANTA GA)
GA
08/14/2002 - 07/30/2008
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
02/24/2005 - 01/10/2007
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NC
12/21/2000 - 03/05/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
GA
07/08/1999 - 12/05/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
GA
10/27/1998 - 06/18/1999
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NE
10/11/1995 - 10/26/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
05/13/1994 - 01/19/1995
GAINES, BERLAND INC. (BETHPAGE NY)
NY
03/15/1994 - 06/10/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
07/23/1993 - 03/16/1994
SOUTH RICHMOND SECURITIES, INC.
IA
Issued 03/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/10/2003
Series 4 - Registered Options Principal Examination
BC
Issued 08/11/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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