Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramon? Claim Your ProfileRamon Roberto Dana is an active financial advisor with over 30 years of experience in the industry. Ramon Roberto Dana is registered with Raymond James Financial Services Advisors, Inc. and has a Series 7, Series 24 and SIE license. Ramon Roberto Dana has been with Raymond James Financial Services Advisors, Inc. since 2010. Ramon Roberto Dana is also registered with the states of Florida, Louisiana, and Puerto Rico. Ramon Roberto Dana has a background in insurance and real estate. Ramon Roberto Dana specializes in helping individuals, families, and businesses with their financial planning needs. Ramon Roberto Dana offers a variety of services including investment management, financial planning, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PR
04/05/2010 - Present
Raymond James Financial Services Advisors, Inc. (SAN JUAN PR)
IN
03/18/1991 - 11/12/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 07/08/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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