Matthew Dana, financial advisor Scottsdale AZ

Matthew Dana

CRD Number: 4231821
Current Firm: Dana Financial

Matthew Dana (CRD# 4231821) is an Investment Advisor Representative working at Dana Financial in Scottsdale, AZ and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Dana Whiting Law, Pllc Scottsdale, AZ Oct 2017 - Current 4
Dana Financial, LLC Scottsdale, AZ Feb 2003 - Current 19
Quarles & Brady, LLP Scottsdale, AZ Nov 2014 - Oct 2017 2
Dana Law Firm Scottsdale, AZ Feb 1989 - Dec 2014 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew S. Dana
Phone Number: 480-515-3716
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

AZ, TX

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