Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Christian Rowen is a financial advisor with Claro Advisors, LLC. Dana has been in the financial services industry since 2003 and has a Series 6, Series 7, Series 31, and Series 66 license. Dana has experience working with individuals, charitable organizations, corporations, pension and profit-sharing plans, and pooled investment vehicles. Dana provides a variety of financial planning and investment management services, including financial planning, pension consulting, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. Dana is registered to provide investment advisory services in Massachusetts.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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2
MA
02/10/2012 - Present
Claro Advisors, LLC (BOSTON MA)
MA
02/10/2012 - 04/17/2017
MUTUAL SECURITIES, INC. (BOSTON MA)
MA
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (WELLESLEY MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WELLESLEY MA)
MA
04/27/2004 - 04/02/2007
MORGAN STANLEY DW INC. (WELLESLEY MA)
MA
10/24/2003 - 12/02/2003
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 05/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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