Dana W. Hildebrandt
Professional summary
Dana Whitney Hildebrandt, who also goes by Dana W Hildebrandt, Dana Hildebrandt, Dana W Lamere, Dana Lamere, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in New York, New York.
Dana is registered as a RR (Registered Representative) and started their career in finance in 2021. Dana has worked at 2 firms and has passed the Series 63, Series 3, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Dana Whitney Hildebrandt's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 12, 2023 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 65 E 55th Street 30th Floor, New York, NY 10022March 17, 2021 - May 1, 2023
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/8/2024)
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(8/8/2024)
(8/8/2024)
(9/12/2023)
(9/12/2023)
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Exams
Series 7TO
Date: 3/17/2021
General Securities Representative ExaminationFINRA
Current Firm
FORESIDE FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
Red Flags
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