Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Mihaela Cojocaru-ivoska is a financial advisor with over 20 years of experience in the industry. Dana has a Series 7, 63, 50, and SIE licenses and has been registered with D.a. Davidson & Co. since January 2016. Prior to joining D.a. Davidson & Co., Dana worked at Edward Jones. Dana specializes in providing a wide range of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
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
CA
01/05/2016 - Present
D.a. Davidson & Co. (ROSEVILLE CA)
MO
02/27/2002 - 01/05/2016
EDWARD JONES (ST. LOUIS MO)
BC
Issued 04/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 02/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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