Dana Czmer is a registered investment advisor at Raymond James & Associates, INC., based in Fenton, MI, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
102 W. Silver Lake Road, Suite 200, Fenton, MI, 48430
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dana makes personal loans and collects principal and interest. Dana is also a manager/owner of Horizon Group of Fenton, L.L.C. and a voting member of the finance/investment committee for St John the Evangelist Church, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
State Registrations21 states
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