Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis James Leone is a financial advisor in East Hartford, CT. Dennis has been working in the financial services industry since 1975 and is registered with Ameriprise Financial Services, LLC. Dennis specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, and publication of periodicals. Dennis is also a Certified Financial Planner. Dennis has been with Ameriprise Financial Services, Inc. since 2005 and has been with Ameriprise Financial Service, LLC. since 1975.
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.
Asset allocation services
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
CT
12/13/2016 - Present
Ameriprise Financial Services, LLC (East Hartford CT)
CT
03/20/1975 - 04/17/2006
AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)
MN
03/20/1975 - 04/17/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
03/20/1975 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 01/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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