Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Richard Harris is a financial advisor at Osaic Wealth, Inc. in LAUREL SPRINGS, NJ. Dana has been in the financial services industry since 1976 and has experience working with a variety of clients, including individuals, families, and businesses. Dana specializes in financial planning, investment management, and retirement planning. Dana is also a Certified Financial Planner (CFP®).
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
NJ
06/14/2024 - Present
Osaic Wealth, Inc. (LAUREL SPRINGS NJ)
NJ
12/04/2006 - 06/14/2024
SECURITIES AMERICA, INC. (LAUREL SPRINGS NJ)
NJ
01/28/1986 - 12/01/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (LAUREL SPRINGS NJ)
MN
10/28/1977 - 11/30/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/28/1977 - 11/30/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/28/1977 - 01/29/1986
IDS FINANCIAL SERVICES INC.
NA
01/27/1976 - 01/27/1978
JOHN HANCOCK DISTRIBUTORS, INC.
NA
01/27/1976 - 01/27/1978
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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