Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Silvana? Claim Your ProfileSilvana Danna is a financial professional with over 40 years of experience in the securities industry. Silvana is currently registered with UBS Financial Services Inc. and has been with the firm since January 1997. Prior to joining UBS Financial Services Inc., Silvana worked at Donaldson, Lufkin & Jenrette Securities Corporation, Sutro & Co. Incorporated and L. F. Rothschild, Unterberg, Towbin. Silvana holds Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Examination.
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.
See schedule d - miscellaneous
1
2
CA
01/28/1997 - Present
UBS Financial Services Inc. (NEWPORT BEACH CA)
NJ
12/03/1990 - 02/05/1997
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
CA
01/02/1987 - 12/18/1990
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NA
07/07/1983 - 01/08/1987
THOMSON MCKINNON SECURITIES INC.
NA
12/21/1979 - 06/13/1983
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
BC
Issued 05/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Silvana Danna is the right advisor for you? Invested Better is here to help.
