Unclaimed
Dennis Pellegrini is an active investment advisor representative with over 30 years of experience in the financial services industry. Dennis is currently registered with Blackridge Asset Management, LLC and is based in Wyomissing, PA. Dennis has held previous roles with NEXT FINANCIAL GROUP, INC., AIG FINANCIAL ADVISORS, INC., SENTRA SECURITIES CORPORATION, HACKETT ASSOCIATES, INC., MARKETING ONE SECURITIES, INC., and JOHN HANCOCK DISTRIBUTORS, INC. Dennis provides financial planning and portfolio management for both individuals and businesses, and also offers educational seminars to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
PA
08/30/2016 - Present
Blackridge Asset Management, LLC (Wyomissing PA)
PA
12/01/2006 - 08/29/2016
NEXT FINANCIAL GROUP, INC. (WYOMISSING PA)
PA
10/31/2005 - 12/13/2006
AIG FINANCIAL ADVISORS, INC. (WYOMMISSING PA)
AZ
04/28/1997 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
PA
09/09/1994 - 04/21/1997
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
OR
12/16/1993 - 06/06/1994
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
MA
04/08/1992 - 01/24/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/08/1992 - 01/24/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 08/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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