Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Contrestano is a financial advisor with Independent Financial Group, LLC, based in Fresno, CA. Dennis has been in the financial services industry since 1986 and has a strong track record of helping clients achieve their financial goals. Dennis holds the Series 7, Series 63, and Series 66 licenses and is a Registered Representative and Investment Advisor Representative for Independent Financial Group, LLC. Dennis specializes in providing financial planning, portfolio management, and pension consulting services. Dennis also serves as a co-trustee for his mother's trust account.
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
06/14/2021 - Present
Independent Financial Group, LLC (Fresno CA)
CA
10/27/2006 - 12/19/2017
RBC CAPITAL MARKETS, LLC (FRESNO CA)
CA
08/12/2006 - 11/08/2006
UBS FINANCIAL SERVICES INC. (FRESNO CA)
CA
02/18/1997 - 08/12/2006
PIPER JAFFRAY & CO. (FRESNO CA)
NY
11/21/1986 - 02/21/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 09/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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