Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denis? Claim Your ProfileDenis Cronin is a financial advisor with over 8 years of experience in the financial services industry. Denis is registered with Schwab Wealth Advisory, Inc. and holds the Series 7, Series 66 and SIE licenses. Denis is also a Certified Financial Planner™. Denis has previously worked with Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
03/06/2023 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
FL
09/01/2021 - 05/17/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (DELAND FL)
FL
02/11/2016 - 08/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAYTONA BEACH FL)
BOTH
Issued 04/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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