Unclaimed
Dennis Jay Cotnoir is a registered representative with Money Concepts Capital Corp. based in PALM BEACH GARDENS, FL. Dennis has been in the industry since 2002. Dennis holds the Series 6, 7, 63 and 65 securities licenses and is registered with the state of California. Dennis is also a Certified Public Accountant (CPA) with 20 years of experience.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
Solicitor fee
1
2
FL
10/25/2002 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
IA
Issued 10/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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