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Dana Louis Cornell

CORNELL CAPITAL HOLDINGS LLC·OLEAN, New York
SIE, Series 7, Series 63CFPClean record15 years registeredCORNELL CAPITAL HOLDINGS LLC
125 SOUTH UNION STREET, OLEAN, NY 14760CRD# 5022202Firm CRD# 319451

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dana Louis Cornell · OLEAN, NY
Registration
CRD #5022202 · CORNELL CAPITAL HOLDINGS LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

UNITING WEALTH PARTNERS
Jun 2026 – present
LINCOLN PARK CAPITAL LLC
May 2026 – present
ORG PARTNERS
May 2022 – Apr 2023
Olean, NY
MORGAN STANLEY
Sep 2010 – Jan 2021
OLEAN, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · September 14, 2010
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Dana Louis Cornell offer?
Dana Louis Cornell is a registered financial advisor in OLEAN, New York. Contact their office for details on services offered.
What are Dana Louis Cornell's credentials?
Dana Louis Cornell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Dana Louis Cornell located?
Dana Louis Cornell is based in OLEAN, New York, working with CORNELL CAPITAL HOLDINGS LLC. Their office serves clients in the OLEAN metropolitan area and surrounding communities.
How large is CORNELL CAPITAL HOLDINGS LLC?
CORNELL CAPITAL HOLDINGS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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