Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Dana is a financial professional with over 12 years of experience in the industry. Steven currently works at Capstone Partners in New York, NY. Steven has previously worked for Drake Star Securities LLC, DC Advisory, and Signal Hill Capital Group LLC. Steven has passed the Series 63, SIE, and Series 79 exams.
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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NY
02/13/2024 - Present
Capstone Partners (New York NY)
NY
07/26/2021 - 07/25/2024
DRAKE STAR SECURITIES LLC (NEW YORK NY)
NY
03/01/2018 - 05/03/2021
DC ADVISORY (NEW YORK NY)
NY
01/11/2011 - 03/01/2018
SIGNAL HILL CAPITAL GROUP LLC (NEW YORK NY)
BC
Issued 03/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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