Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Atkinson is a registered representative with Northwestern Mutual Investment Services, LLC. Dana has been in the financial services industry since 2017 and has a Series 7, 66, SIE and 99 license. Dana has a history of working in the financial services industry, with previous employment at KMS Financial Services, Inc. Dana's office is located in Seattle, Washington, and Dana holds an active registration as a Broker/Dealer in Washington, and as an Investment Advisor Representative in Washington and Arizona.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WA
01/27/2025 - Present
Northwestern Mutual Investment Services, LLC (SEATTLE WA)
WA
02/15/2017 - 06/01/2018
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
BOTH
Issued 11/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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