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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dayna? Claim Your ProfileDayna Byrd Fitzgerald is a financial advisor in New Orleans, LA. Dayna has been working in the financial industry since February 1992. Dayna is registered to provide investment advice in 38 states. Dayna is currently employed by Morgan Stanley in New Orleans, LA. Dayna has been a registered representative of Morgan Stanley since June 2009. Prior to working for Morgan Stanley, Dayna was employed by CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED, UBS FINANCIAL SERVICES INC., J.C. BRADFORD & CO., and MORGAN KEEGAN & COMPANY, 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
02/11/2014 - Present
Morgan Stanley (New Orleans LA)
LA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW ORLEANS LA)
MD
10/14/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
08/14/2000 - 10/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/03/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
TN
02/17/1992 - 02/20/1998
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 05/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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