Dina Loomis, LPL Registered Office Manager
LPL Registered Office Manager
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.
email@example.com | 715-735-2303
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The Stephenson National Bank & Trust and Stephenson Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Stephenson Financial Services, and may also be employees of The Stephenson National Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of The Stephenson National Bank & Trust or Stephenson Financial Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any
Other Government Agency
Not Bank Deposits
|May Lose Value|
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:
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