Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Jay Marchalonis is a financial advisor who has been in the industry since October 3, 1998. Dennis is currently registered as a Registered Representative with Fidelity Personal AND Workplace Advisors in Boston, Massachusetts and Rhode Island. Dennis has previously worked at Prudential Securities Incorporated and Americorp Securities, Inc.. Dennis has obtained a series of licenses including Series 63, Series 65, Series 7, Series 9, Series 10, and SIE. Dennis specializes in providing financial planning, educational seminars, and portfolio management services to individuals and businesses.
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.
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.
1
2
MA
06/21/2024 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
03/23/1998 - 01/19/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/05/1996 - 11/11/1996
AMERICORP SECURITIES, INC. (NEW YORK NY)
IA
Issued 05/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Dennis Marchalonis is the right advisor for you? Invested Better is here to help.
