Unclaimed
Dennis Egan Lusk is a financial advisor with over 19 years of experience in the financial services industry. Dennis is currently registered with Principal Securities, Inc. and is a Series 7, 6, 24, 63 and 65 licensed professional. Dennis has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Dennis is dedicated to providing personalized financial guidance and helping clients achieve their financial goals. Prior to joining Principal Securities, Inc., Dennis worked at Pruco Securities, LLC. and Farmers Financial Solutions, LLC.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NJ
01/12/2023 - Present
Principal Securities, Inc. (Marlton NJ)
DE
01/16/2019 - 12/20/2022
PRUCO SECURITIES, LLC. (NEWARK DE)
NJ
05/14/2008 - 12/20/2018
FARMERS FINANCIAL SOLUTIONS, LLC (East Windsor NJ)
CA
09/14/2000 - 11/15/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IA
Issued 09/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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