Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Sobleskey is an investment advisor representative with Packerland Brokerage Services, Inc. in Green Bay, Wisconsin. Dana has been in the industry since October 12, 2009. Dana has held past positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Raymond James Financial Services, Inc., Chase Investment Services Corp., J.P. Morgan Securities LLC, and Associated Investment Services, Inc.. Dana is currently registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Dana has passed the following exams: Series 66, Series 26, Series 52TO, SIE, and Series 7.
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
WI
09/19/2024 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
WI
10/03/2013 - 10/25/2017
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
WI
10/01/2012 - 05/17/2013
J.P. MORGAN SECURITIES LLC (GREEN BAY WI)
WI
06/16/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GREEN BAY WI)
WI
08/18/2010 - 04/25/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREEN BAY WI)
WI
06/01/2009 - 07/19/2010
MORGAN STANLEY SMITH BARNEY (GREENBAY WI)
WI
11/26/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENBAY WI)
BOTH
Issued 05/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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