Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Marie Polignone is a financial advisor in Staten Island, NY and has been in the industry for over 12 years. Dana Polignone is currently registered with Wells Fargo Advisors Financial Network, LLC and previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Dana Polignone has a Series 7 and Series 66 license. Dana Polignone provides financial planning and investment advice for individuals, businesses, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Investment consulting services to institutional clients
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.
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NY
07/23/2021 - Present
Wells Fargo Advisors Financial Network, LLC (STATEN ISLAND NY)
NY
03/14/2016 - 02/23/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (STATEN ISLAND NY)
NY
04/29/2013 - 03/02/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STATEN ISLAND NY)
NY
03/09/2009 - 12/10/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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