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Dana Marie Calabrese
DANA PANNASCH, Dana Marie Pannasch, DANA MARIE SNIDER
CRD#: 5658097
IA
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SENTINEL PENSION ADVISORS INCCRD#: 109901 Pompton Plains, NJ
SENTINEL SECURITIES, INC.CRD#: 110942 Pompton Plains, NJ
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Disclosures
13
Years of Experience
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State Registrations
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New Jersey 10/2/2023
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New Jersey 3/28/2024
SRO Registrations
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Registered with this firm since 3/28/2024
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Registered with this firm since 10/2/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 03/17/2014 - 08/29/2023 | PARSIPPANY, NJ | |
B | 03/17/2014 - 11/11/2020 | PARSIPPANY, NJ | |
B | 07/06/2009 - 05/23/2012 | WEST MILFORD, NJ |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.