Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Millington is an investment advisor representative with RZH Advisors LLC, which has offices in Stamford, CT. Dana has been in the industry since 1997, and has held several positions, including at Commonwealth Financial Network in Stamford, CT. Dana holds a Series 63 and Series 65 license as well as a Series 24 and Series 7 license. Dana's area of specialization is financial planning and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
10/23/2015 - Present
RZH Advisors LLC (STAMFORD CT)
CT
01/01/1997 - 05/28/2010
COMMONWEALTH FINANCIAL NETWORK (STAMFORD CT)
IA
Issued 12/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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