Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Denno is a financial advisor with CG Advisory Services, where he has worked since 2016. Alexander has a diverse background in the financial services industry. Before joining CG Advisory Services, Alexander worked at Geneos Wealth Management, Inc. and WFG Investments, Inc. Alexander holds the Series 7 and Series 66 licenses. Alexander is a Registered Investment Advisor (RIA) in Michigan and provides a range of financial services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
04/12/2016 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
08/29/2017 - 07/18/2019
GENEOS WEALTH MANAGEMENT, INC. (Haslett MI)
MI
10/01/2015 - 08/21/2017
WFG INVESTMENTS, INC. (HASLETT MI)
BOTH
Issued 03/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Alexander Denno is the right advisor for you? Invested Better is here to help.
