Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Martin is a financial advisor with Wallachbeth Capital LLC. Dana holds a Series 7, Series 55, Series 63, Series 57TO and SIE license. Dana has been in the financial industry since January 1, 2010 and has over 13 years of experience. Before joining Wallachbeth Capital LLC, Dana was a financial advisor at CITIGROUP GLOBAL MARKETS INC. Dana is registered with the following states: Alaska, Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin and Wyoming.
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.
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2
FL
01/11/2010 - Present
Wallachbeth Capital LLC (BOCA RATON FL)
NY
01/01/2010 - 01/20/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 03/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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