Dina Loomis, LPL Registered Administrative Associate
LPL Registered Administrative Associate
Dina is responsible for providing sales support to our Advisors and manages the administrative duties of the Investment Center. She reviews and processes new account applications and related documents; and creates and maintains customer information and accounts. Dina also serves as a client management liaison to resolve processing issues and fulfill questions.
Dina has over 10 years of administrative and insurance sales and service experience. She has held a license for property & casualty insurance in WI & MI since August, 2014.
- Series 7 Securities Registration (held with LPL Financial)
- Series 66 Securities Registration (held with LPL Financial)
- Registered and licensed for investment & insurance sales in Michigan & Wisconsin
Check the background of this investment professional on FINRA's BrokerCheck.
If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact an investment representative.
firstname.lastname@example.org | 715-735-2303
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates. The Stephenson National Bank & Trust and Stephenson Financial Services are not registered broker dealers and are not affiliated with LPL Financial.
|Not FDIC Insured||No Bank Guarantee||May Lose Value||Not a Deposit|
|Not Insured by any Federal Government Agency|
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:
Paul Aftanas: AZ, FL, IN, KS, MD, MI, MN, WI
Sam Hofer: CA, FL, GA, MI, PA, VA, WI
Karen Fehrenbach: AZ, CA, FL, IL, KS, MI, MN, NC, TX, WI