Dana S. Valensky
Professional summary
Dana Samuel Valensky was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Dana is a previously registered financial professional and started their career in finance in 1989. Prior to being barred, Dana had worked at 2 firms, which includes GERWIN GROUP INC., AMERIVEST FINANCIAL GROUP INC..
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 1, 1995 - March 3, 1995
GERWIN GROUP, INC.
October 7, 1992 - January 14, 1993
GERWIN GROUP, INC.
August 29, 1989 - October 10, 1990
GERWIN GROUP, INC.
August 9, 1989 - August 19, 1989
AMERIVEST FINANCIAL GROUP, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
GERWIN GROUP, INC.
CRD#: 23199 / SEC#: , 8-40282
Contact information
Documents
Disclosures
| Regulatory Event | 3 |
| Arbitration | 1 |
Red Flags
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