Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danna? Claim Your ProfileDanna Jean Bermudez is a financial advisor with Raymond James Financial Services, Inc. Danna has been in the financial services industry since March 3, 1998. Danna holds the Series 6, 63, and SIE licenses and is registered to provide investment advice in Pennsylvania. Prior to joining Raymond James Financial Services, Inc., Danna worked at PRUCO SECURITIES, LLC. and Waddell & Reed, Inc.
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.
1
2
PA
02/25/2005 - Present
Raymond James Financial Services, Inc. (PITTSBURGH PA)
NJ
02/10/2003 - 02/15/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
KS
01/14/1998 - 12/31/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 11/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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