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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Gene McMillin is an experienced financial professional with over 30 years of experience in the industry. Dennis has a strong track record of success in providing investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and retirement plans. Currently, Dennis is an Advisor Associate with Osaic Advisory Services, LLC, a firm headquartered in Atlanta, GA. Prior to joining Osaic Advisory Services, LLC, Dennis has worked with numerous firms including ROYAL ALLIANCE ASSOCIATES, INC., UNITED SECURITIES ALLIANCE, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., MULTI-FINANCIAL SECURITIES CORPORATION, FINANCIAL NETWORK INVESTMENT CORPORATION, EDWARD D. JONES & CO., L.P., OFFERMAN & CO., INC., DEAN WITTER REYNOLDS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Dennis has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. He is a highly regarded advisor who is known for his personalized approach and dedication to client service. Dennis is a Series 7, Series 63 and Series 66 licensed advisor with a strong understanding of investment strategies, wealth management and retirement planning. He holds a Bachelor of Arts degree in Economics from the University of Minnesota.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
10/14/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
MN
03/01/2007 - 06/22/2007
ROYAL ALLIANCE ASSOCIATES, INC. (ROCHESTER MN)
MN
10/20/2003 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (ROCHESTER MN)
IA
01/04/2002 - 11/14/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CO
12/07/1994 - 01/14/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CA
12/08/1992 - 11/15/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MO
07/18/1991 - 11/11/1992
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MN
02/27/1990 - 07/16/1991
OFFERMAN & CO., INC. (MINNEAPOLIS MN)
NY
02/23/1990 - 03/09/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
12/23/1985 - 12/22/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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