Unclaimed
Dasha Hamanovich is a financial professional with over 14 years of experience in the industry. Dasha is currently registered with Charles Schwab & Co., Inc. Dasha previously worked for OppenheimerFunds Distributor, Inc. and Jackson National Life Distributors LLC. Dasha holds the Series 7, Series 99 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
12/19/2018 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
02/07/2008 - 05/17/2017
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
TN
05/03/2007 - 10/05/2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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