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 financial advisor with over 25 years of experience in the industry. Dana has a wide range of experience, having worked with various firms such as SunTrust Investment Services, Inc., NYLIFE Securities LLC and The O.N. Equity Sales Company. Dana currently works with Eagle Strategies LLC, a firm that provides financial planning, portfolio management and pension consulting services. Dana has expertise in various investment strategies and is dedicated to providing tailored financial solutions to individual and institutional clients.
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 3/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/14/2021
Series 24 - General Securities Principal Examination
BC
Issued 5/10/2003
Series 4 - Registered Options Principal Examination
BC
Issued 8/11/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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