Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana McNabb is an investment advisor representative with Virtus Investment Advisers, Inc.. Dana is a Series 63 and 66 licensed professional in the state of Connecticut. Dana also holds the Series 7 and SIE licenses. Dana has been in the financial industry since September 1, 2016. Previously, Dana worked at DFA Securities LLC, TD Ameritrade, Inc., and Scottrade, Inc. Dana currently works out of the firm's Hartford, CT office.
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.
Strategic management for diversified investment portfolios.
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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.
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2
TX
01/23/2023 - Present
Virtus Investment Advisers, Inc. (UNIVERSAL CITY TX)
TX
04/04/2019 - 03/21/2022
DFA SECURITIES LLC (AUSTIN TX)
TX
02/26/2018 - 02/27/2019
TD AMERITRADE, INC. (AUSTIN TX)
TX
09/29/2015 - 02/26/2018
SCOTTRADE, INC. (AUSTIN TX)
BOTH
Issued 03/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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