Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeana? Claim Your ProfileJeana Dagostino is a financial professional with over 13 years of experience in the financial industry. Jeana is currently registered with Brean Capital, LLC. Jeana has previously worked at Delaware Distributors, L.P., Lincoln Financial Advisors Corporation, and Ameriprise Financial Services, Inc. Jeana holds Series 7, Series 66 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.
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.
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2
NJ
02/05/2019 - Present
Brean Capital, LLC (SUMMIT NJ)
PA
04/04/2014 - 01/16/2018
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NJ
02/25/2011 - 04/14/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
NJ
04/13/2010 - 01/28/2011
AMERIPRISE FINANCIAL SERVICES, INC. (VOORHEES NJ)
BOTH
Issued 07/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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