Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denis? Claim Your ProfileDenis Conlon is a financial advisor with over 23 years of experience in the industry. Denis is a Certified Financial Planner™ and is currently registered with Osaic Wealth, Inc. in Illinois and Florida. Denis previously worked with Securities America, Inc., Securities Service Network, LLC, LPL Financial LLC, FSC Securities Corporation, Cambridge Investment Research, Inc., Centaurus Financial, Inc., and AXA Advisors, LLC. Denis is a dedicated financial advisor committed to providing expert financial advice to individuals, businesses, and families. Denis's specialties include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Denis holds Series 3, 7, and 66 licenses as well as the SIE exam. Denis is committed to building long-term relationships with clients and providing them with the support they need to achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
IL
06/14/2024 - Present
Osaic Wealth, Inc. (Orland Park IL)
IL
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Orland Park IL)
IL
07/05/2018 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Orland Park IL)
IL
04/28/2016 - 07/13/2018
LPL FINANCIAL LLC (ORLAND PARK IL)
IL
02/01/2013 - 05/02/2016
FSC SECURITIES CORPORATION (ORLAND PARK IL)
IL
03/15/2002 - 02/26/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (CHICAGO IL)
CA
02/04/2002 - 03/18/2002
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NY
05/17/2001 - 02/12/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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