Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dana? Claim Your ProfileDana Preis is a financial advisor with over 20 years of experience in the industry. Dana has worked at Moneco Advisors since 2014, providing investment advisory services. Dana holds multiple licenses and designations, including Series 6, 7, 63, 65 and Chartered Financial Consultant. Dana is registered in 14 states, including California, Connecticut, Florida, Georgia, Hawaii, Maine, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and Rhode Island. Previously, Dana worked at MML Investors Services, Inc. from 1999 to 2009. Dana specializes in providing financial planning, portfolio management, and pension consulting to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Lpl financial sponsored advisory programs
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.
1
2
CT
11/03/2014 - Present
Moneco Advisors (FAIRFIELD CT)
CT
09/27/1999 - 07/28/2009
MML INVESTORS SERVICES, INC. (STAMFORD CT)
IA
Issued 05/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dana Preis is the right advisor for you? Invested Better is here to help.
