Dana Trentalange (CRD# 6982884) is an Investment Advisor Representative working at Betterment in New York, NY and has over 5 years of experience in the finance industry.
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2963357
Hsbc Securities (usa) Inc.
CRD# 4896689
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Betterment LLC | New York, NY | Mar 2019 - Current | 5 |
The Vanguard Group, Inc. | Malvern, PA | Jul 2018 - Mar 2019 | < 1 |
Lewith & Freeman Real Estate | Kingston, PA | Jan 2017 - May 2018 | 1 |
Bloomingdale's Inc. | Melville, NY | May 2015 - May 2018 | 3 |
King's College | Wilkes Barre, PA | Aug 2014 - May 2018 | 3 |
St Anthony's High School | Melville, NY | Aug 2009 - Jul 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2018 |
S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- NY
- TX
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Total Assets Under Management45,933MILLIONS
-
Total Number of Accounts1,103,630ACCOUNTS
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Average Account Value$41,620
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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