Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Rae Deroque is an investment advisor representative at Destination Wealth Management in Walnut Creek, California. Dana has been in the industry since June 2013 and is registered with the state of California. Dana's primary role is to provide financial planning and portfolio management services to individuals, families, and businesses. Dana is committed to helping clients achieve their financial goals through a personalized approach. Destination Wealth Management is a fee-only firm that offers a wide range of services to their clients. These include financial planning, investment management, retirement planning, and estate planning. Destination Wealth Management is committed to providing their clients with the highest level of service and expertise.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
06/27/2014 - Present
Destination Wealth Management (WALNUT CREEK CA)
IA
Issued 06/27/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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