Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allix? Claim Your ProfileAllix C. Dennis is a financial advisor with over 20 years of experience in the financial industry. Allix C. Dennis is registered with Lion Street Advisors, LLC and is located in Milledgeville, Georgia. Allix C. Dennis is also a registered investment advisor. Allix C. Dennis has experience working with individuals and families, and also offers financial planning services. Allix C. Dennis has also worked for NYLIFE SECURITIES LLC and M HOLDINGS SECURITIES, INC. Allix C. Dennis specializes in providing financial advice to high net worth individuals and families. Allix C. Dennis is a member of the Financial Industry Regulatory Authority (FINRA) and is also licensed to sell securities in several states, including Florida, Georgia, Maryland, South Carolina, and Texas.
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.
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
GA
08/08/2018 - Present
Lion Street Advisors, LLC (Milledgeville GA)
GA
10/25/2013 - 07/16/2018
M HOLDINGS SECURITIES, INC. (MILLEDGEVILLE GA)
GA
07/23/2002 - 11/01/2013
NYLIFE SECURITIES LLC (MILLEDGEVILLE GA)
IA
Issued 02/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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