Unclaimed
Denney R Domantay has been working in the financial services industry for over 25 years. Denney is registered as a Registered Representative with Missionsquare Retirement and is licensed in Arizona and California. Denney has experience with a number of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ameriprise Financial Services, Inc., and LPL Financial LLC. Denney is a Registered Representative and an Investment Advisor Representative. Denney also has experience in the real estate industry, and has been active in the medical field through family-owned practice consultation.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/04/2023 - Present
Missionsquare Retirement (PASADENA CA)
CA
09/30/2020 - 04/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
CA
05/13/2015 - 05/16/2016
AMERIPRISE FINANCIAL SERVICES, INC. (TORRANCE CA)
CA
05/21/2010 - 06/05/2015
LPL FINANCIAL LLC (PASADENA CA)
CA
12/23/2008 - 05/21/2010
CUSO FINANCIAL SERVICES, L.P. (PASADENA CA)
CA
02/23/2005 - 12/26/2008
LPL FINANCIAL CORPORATION (PASADENA CA)
MN
10/29/1996 - 02/22/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/29/1996 - 02/22/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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