Unclaimed
Dana Moon is a registered representative with The Huntington Investment Co., licensed in Ohio since 1994. Dana has extensive experience in the financial services industry and holds multiple securities licenses including Series 6 and Series 63, as well as the SIE. Dana is passionate about helping individuals, businesses and charitable organizations reach their financial goals. Dana specializes in portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
04/13/1994 - Present
THE Huntington Investment Co. (STREETSBORO OH)
BC
Issued 06/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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