Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Marie Calabrese is a registered investment advisor representative with Sentinel Pension Advisors Inc. Dana has been in the industry since 2009 and has a Series 6, Series 63 and Series 65 license. Dana has worked with Mutual of America Life Insurance Company and Mutual of America Securities LLC. Dana specializes in providing investment advisory services, financial planning, pension consulting, and credit and cash management solutions. Dana has experience working with both individuals and businesses. Dana also provides educational seminars for clients. Dana is a Trustee on the Board of Directors for Comprehensive Behavioral Healthcare.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Credit and cash management solutions
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.
Revenue sharing on eligible credit and cash management solutions
1
2
MA
03/28/2024 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
NJ
03/17/2014 - 08/29/2023
MUTUAL OF AMERICA SECURITIES LLC (PARSIPPANY NJ)
NJ
03/17/2014 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (PARSIPPANY NJ)
NJ
07/06/2009 - 05/23/2012
WELLS FARGO ADVISORS, LLC (WEST MILFORD NJ)
IA
Issued 03/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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