Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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