Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denis? Claim Your ProfileDenis Cyr is a financial advisor with over 25 years of experience in the industry. Denis is registered with LPL Financial LLC and has a Series 7, 6, 63, 65, 9, 10, 24 and 26 licenses. Denis is also a Registered Representative and Investment Advisor Representative in Illinois and Texas. He specializes in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and retirement plans. His experience spans from providing financial planning and advisory services at AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated, to Robert W. Baird & Co. Incorporated. Denis is also a notary public and holds the position of City Councilman in Peoria, Illinois.
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.
Consulting and other non-discretionary advisory services
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
IL
12/18/2019 - Present
LPL Financial LLC (PEORIA IL)
IL
10/11/2002 - 03/03/2008
ROBERT W. BAIRD & CO. INCORPORATED (PEORIA IL)
NY
07/14/2000 - 10/14/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/21/1996 - 08/07/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/21/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/15/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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