Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Rettaliata is a financial advisor who has been in the industry since March 2013. Dana is currently registered with J.P. Morgan Securities LLC and previously was with FIRST REPUBLIC SECURITIES COMPANY, LLC. Dana holds Series 63, SIE and Series 7 licenses. Dana is registered in California. Dana specializes in a variety of areas, including retirement planning, mutual funds, equities, fixed income and options.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
09/29/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
03/22/2013 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
BC
Issued 06/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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