Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dayana? Claim Your ProfileDayana Merchan vega is a financial advisor with Stifel, Nicolaus & Company, Inc. in WESTLAKE VILLAGE, CA. Dayana is a registered representative and an investment advisor representative. Dayana has been in the financial services industry since 2019. Dayana has experience working with individual clients, businesses, and institutions. Dayana provides a variety of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/23/2023 - Present
Stifel, Nicolaus & Company, Inc. (WESTLAKE VILLAGE CA)
CA
03/08/2022 - 09/08/2023
MORGAN STANLEY (Westlake Village CA)
CA
11/12/2019 - 02/06/2022
J.P. MORGAN SECURITIES LLC (SIMI VALLEY CA)
IA
Issued 12/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Dayana Merchan vega is the right advisor for you? Invested Better is here to help.
