Dana Beden (CRD# 7504378) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Diego, CA and has 1 year of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | San Diego, CA | Feb 2022 - Current | 1 |
| Mass Mutual Insurance Company | San Diego, CA | Feb 2022 - Current | 1 |
| Insight Global | San Diego, CA | Jun 2016 - Jan 2022 | 5 |
| Unemployed | Vienna, VA | May 2016 - Jun 2016 | < 1 |
| Full-time Education | Newark, DE | Aug 2012 - May 2016 | 3 |
| Prager Creative | New York, NY | Jun 2015 - Nov 2015 | < 1 |
| Viacom Media Networks | New York, NY | May 2015 - Aug 2015 | < 1 |
| Capitol Financial Partners | Vienna, VA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- CA
-
Total Assets Under Management58,787MILLIONS
-
Total Number of Accounts326,297ACCOUNTS
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Average Account Value$180,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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