Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dene? Claim Your ProfileDene Maria Sanfillipo is a financial professional with over 25 years of experience in the industry. Dene has been registered with Principal Securities, Inc. since 2003 and is currently active in 16 states. Dene holds the Series 6, SIE and Series 63 licenses and has a strong background in financial planning, portfolio management, and insurance. Dene is committed to providing personalized financial guidance to help clients achieve their financial goals. Dene has a passion for helping clients understand their financial situation and develop a plan to achieve their goals. Dene is also involved in the community, serving as a board member for the SAMS FANS organization.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OH
01/30/2003 - Present
Principal Securities, Inc. (Dublin OH)
BC
Issued 11/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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