Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Hudachek is a financial professional with over 15 years of experience in the industry. Dennis has a broad range of experience, having worked at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc. and Worldco, L.L.C. Dennis currently works at Charles Schwab & Co., Inc. as a Registered Representative. Dennis is licensed in California and Colorado. Dennis holds Series 4, 7, 24, 53, 55 and 63 licenses as well as the SIE exam. Dennis is also a Registered Options Principal and Municipal Securities Principal.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/02/2018 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
CA
10/11/2007 - 11/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
CA
12/17/2003 - 09/18/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
NY
11/28/2002 - 05/06/2003
WORLDCO, L.L.C. (NEW YORK NY)
BC
Issued 10/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2006
Series 4 - Registered Options Principal Examination
BC
Issued 06/05/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2003
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Dennis Hudachek is the right advisor for you? Invested Better is here to help.
