linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dana Michele Danielsen

National Financial Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dana? Claim Your Profile

About Dana Michele Danielsen

Dana Michele Danielsen is an active financial advisor with National Financial Services LLC. Dana obtained their Securities Industry Essentials Examination (SIE) and Operations Professional Examination (Series 99TO). Dana has been working in the industry for more than 7 years.

Firm Information

Dana Danielsen is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dana Danielsen’s Registration & Firm History

NJ

12/08/2023 - Present

National Financial Services LLC (JERSEY CITY NJ)

Not sure if Dana Michele Danielsen is right for you?

Licenses & Designations

BC

Issued 12/08/2023

Series 99TO - Operations Professional Examination

BC

Issued 09/30/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dana Michele Danielsen.
Not sure if Dana Michele Danielsen is right for you?