Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Dana is a financial professional with over 18 years of experience in the securities industry. David has held various roles at prominent firms, including Labranche Structured Products LLC and MML Investors Services, LLC. David is currently registered with GWN Securities Inc. and specializes in providing financial planning, market timing services, and portfolio management for both individuals and businesses. David's expertise and experience make him a valuable resource for clients seeking personalized financial guidance.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
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2
NJ
01/06/2023 - Present
GWN Securities Inc. (ISELIN NJ)
NJ
03/25/2017 - 01/04/2023
MML INVESTORS SERVICES, LLC (Iselin NJ)
NJ
10/30/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MOORESTOWN NJ)
NY
09/26/2003 - 01/05/2009
LABRANCHE STRUCTURED PRODUCTS LLC (NEW YORK NY)
NY
05/25/2007 - 05/31/2007
LABRANCHE STRUCTURED PRODUCTS DIRECT (NEW YORK NY)
BC
Issued 12/12/2008
Series 4 - Registered Options Principal Examination
BC
Issued 08/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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