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DANA ZOOK GENTILE
DANA J ZOOK, Dana Jayne Zook
CRD#: 5919742
IA
B
SCHWAB WEALTH ADVISORY, INC.CRD#: 159035 8332 Woodfield Crossing Blvd
Indianapolis, IN 46240-2482
Indianapolis, IN 46240-2482
CHARLES SCHWAB & CO., INC.CRD#: 5393 8332 Woodfield Crossing Blvd
Indianapolis, IN 46240-2482
Indianapolis, IN 46240-2482
0
Disclosures
5
Years of Experience
View By:
State Registrations
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Alabama 5/28/2021
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Montana 5/28/2021
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Alaska 5/28/2021
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Nebraska 5/28/2021
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Arizona 5/28/2021
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Nevada 5/28/2021
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Arkansas 5/28/2021
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New Hampshire 5/28/2021
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California 5/28/2021
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New Jersey 5/28/2021
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Colorado 5/28/2021
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New Mexico 5/28/2021
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Connecticut 5/28/2021
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New York 5/28/2021
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Delaware 5/28/2021
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North Carolina 5/28/2021
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District of Columbia 5/28/2021
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North Dakota 5/28/2021
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Florida 5/28/2021
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Ohio 5/28/2021
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Georgia 5/28/2021
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Oklahoma 5/28/2021
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Hawaii 5/28/2021
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Oregon 5/28/2021
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Idaho 5/28/2021
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Pennsylvania 5/28/2021
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Illinois 5/28/2021
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Puerto Rico 5/28/2021
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Indiana 3/25/2021
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Rhode Island 5/28/2021
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Indiana 5/24/2021
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South Carolina 5/28/2021
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Iowa 5/28/2021
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South Dakota 5/28/2021
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Kansas 5/28/2021
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Tennessee 5/28/2021
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Kentucky 5/28/2021
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Texas 5/28/2021
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Louisiana 5/28/2021
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Utah 5/28/2021
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Maine 5/28/2021
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Vermont 5/28/2021
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Maryland 5/28/2021
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Virgin Islands 5/28/2021
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Massachusetts 5/28/2021
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Virginia 5/28/2021
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Michigan 5/28/2021
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Washington 5/28/2021
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Minnesota 5/28/2021
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West Virginia 5/28/2021
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Mississippi 5/28/2021
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Wisconsin 5/28/2021
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Missouri 5/28/2021
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Wyoming 5/28/2021
SRO Registrations
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IA
Registered with this firm since 5/24/2021
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Registered with this firm since 3/25/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/24/2021 - 03/28/2023 | SAN FRANCISCO, CA | |
B | 01/16/2018 - 10/04/2019 | CHICAGO, IL |
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B
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.
IA
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.
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