Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Tomkalski is a financial advisor registered with DFA Securities LLC. Dana is located in Charlotte, North Carolina and has been in the industry since March 12, 2019. Dana has passed the Series 63, Series 7, Series 6, and SIE exams.
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.
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.
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NC
11/01/2021 - Present
DFA Securities LLC (CHARLOTTE NC)
NC
02/22/2019 - 10/12/2021
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
BC
Issued 12/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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