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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Rodrigues is an investment advisor representative and registered representative licensed in Massachusetts and New Jersey. Dana is associated with Cetera Investment Advisers LLC and has been in the industry since December 2009. Dana is active in both broker-dealer and investment advisor capacities. Dana has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, charitable organizations, and state or municipal government entities. Dana specializes in financial planning, portfolio management for businesses and individuals, selection of other advisors, educational seminars, and pension consulting.
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WAKEFIELD MA)
MA
11/09/2015 - 10/03/2016
INVESTORS CAPITAL CORP. (WAKEFIELD MA)
MA
01/02/2015 - 11/06/2015
METLIFE SECURITIES INC. (WAKEFIELD MA)
MA
12/06/2010 - 01/02/2015
NEW ENGLAND SECURITIES (WAKEFIELD MA)
NV
07/27/2009 - 07/30/2010
BRIGHT TRADING, LLC (HENDERSON NV)
IA
Issued 2/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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