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Dana Marlene McMichael

Nylife Securities LLC

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About Dana Marlene McMichael

Dana McMichael is a financial professional with over 9 years of experience in the financial services industry. Dana is currently registered with Nylife Securities LLC, a brokerage firm with its main office in Palm Beach Gardens, FL. Dana holds the Series 6 and Series 63 licenses, allowing her to offer a wide range of financial products and services to clients. Prior to her current role, Dana was associated with J.P. Morgan Securities LLC, where she worked for over a year. Dana has a proven track record of success in helping individuals and families achieve their financial goals.

Firm Information

Dana McMichael is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Dana McMichael’s Registration & Firm History

FL

12/18/2015 - Present

Nylife Securities LLC (PALM BEACH GARDENS FL)

FL

06/03/2014 - 07/15/2015

J.P. MORGAN SECURITIES LLC (LAKE WORTH FL)

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Licenses & Designations

BC

Issued 01/05/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dana Marlene McMichael. Review regulatory record here.
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