Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Weinstein is a financial advisor at J.P. Morgan Securities LLC. Dana has over 25 years of experience in the financial services industry. Dana has been registered with FINRA since 1995. Prior to joining J.P. Morgan Securities LLC, Dana worked at Morgan Stanley & Co. LLC, Barclays Capital Inc., Lehman Brothers Inc., Morgan Stanley & Co., Incorporated, Smith Barney Inc., Salomon Brothers Inc., Schroder Wertheim & Co. Incorporated, and Oppenheimer & Co., Inc. Dana holds Series 7, Series 24, Series 63 and SIE licenses.
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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2
NY
03/14/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
01/27/2015 - 02/29/2016
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
09/22/2008 - 10/09/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
04/18/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/05/1998 - 10/08/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
11/28/1997 - 01/20/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
03/03/1997 - 01/20/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
06/13/1996 - 02/11/1997
SCHRODER WERTHEIM & CO. INCORPORATED (NEW YORK NY)
NY
04/25/1996 - 06/24/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
NJ
10/09/1995 - 03/05/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 10/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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