Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dayna? Claim Your ProfileDayna Carlson is a financial advisor with LPL Financial LLC. Dayna has been in the financial services industry since August 2000. Dayna has worked for several firms including BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc., BANC ONE SECURITIES CORPORATION and NEW ENGLAND SECURITIES. Dayna holds Series 31, Series 7 and Series 66 licenses. Dayna is registered to provide advisory services in Arizona, Arkansas, California, Florida, Georgia, Michigan, Minnesota, North Carolina, Ohio, Texas and Wisconsin.
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.
Consulting and other non-discretionary advisory services
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
WI
03/24/2021 - Present
LPL Financial LLC (GREEN BAY WI)
WI
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (GREEN BAY WI)
WI
11/24/2004 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (GREEN BAY WI)
IL
07/31/2002 - 10/19/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
03/12/2002 - 08/06/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
03/28/2000 - 11/20/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 03/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dayna Carlson is the right advisor for you? Invested Better is here to help.
