Unclaimed
Dennis McKinney is a registered investment advisor representative with Equity Investment Corp. He has been working in the securities industry since 1999 and has held various roles at several firms including John Hancock Funds, LLC, Citigroup Global Markets Inc., and Signator Investors, Inc. Dennis holds Series 6, 7, and 63 licenses as well as the Series 65 license and the SIE. He is currently registered with Equity Investment Corp. as an investment advisor representative in Georgia and Texas. Dennis provides financial advice and portfolio management services for a range of clients including individuals, businesses, investment companies, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
10/03/2016 - Present
Equity Investment Corp. (ATLANTA GA)
MA
06/05/2007 - 03/22/2012
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
09/29/2005 - 06/14/2007
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
03/21/2000 - 09/23/2005
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
03/24/1999 - 03/21/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 03/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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