Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Messina is a financial advisor with over 20 years of experience in the financial services industry. Dana currently works with Ameriprise Financial Services, LLC. Dana has held various roles within the financial industry, including positions at Morgan Stanley and Lincoln Financial Advisors Corporation. Dana's previous experience in the financial services industry demonstrates Dana's commitment to providing clients with comprehensive financial planning services. Dana is licensed in various states and holds several licenses and certifications, including Series 7, Series 66, and the SIE exam.
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.
Asset allocation services
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
FL
02/03/2017 - Present
Ameriprise Financial Services, LLC (Marco Island FL)
FL
06/01/2009 - 02/09/2017
MORGAN STANLEY (MARCO ISLAND FL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
02/21/2007 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
IL
02/21/2003 - 02/28/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
IN
02/21/2003 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
05/06/2002 - 11/18/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 05/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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