Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Cirbo is a registered representative of Madison Avenue Securities, LLC, a firm based in San Diego, CA. Dennis has over 40 years of experience in the financial services industry, having started in 1980. Dennis's experience spans several firms, including ProEquities, Inc., The O.N. Equity Sales Company, and SMA Equities, Inc. Dennis holds a Series 6, Series 22, Series 63 and SIE licenses. Dennis has a strong background in financial planning, portfolio management for individuals and businesses, and pension consulting. In addition, Dennis is a Certified Financial Wellness Educator (CFWE) for the Financial Wellness Foundation. Dennis is currently registered with the states of Arizona, California, Colorado, Florida, Illinois, Iowa, Kansas, Pennsylvania, Texas and Washington, as well as with FINRA.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/25/2023 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
CO
01/22/1999 - 12/14/2011
PROEQUITIES, INC. (DENVER CO)
OH
04/05/1989 - 01/28/1999
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NA
07/01/1981 - 05/23/1989
SMA EQUITIES, INC.
BC
Issued 03/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/29/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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