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 Persky is a financial advisor currently registered with Ameriprise Financial Services, LLC. Dennis has been working in the financial industry since May 21, 1980. Dennis has been with Ameriprise Financial Services, LLC since June 2015. Previously, Dennis worked at Stifel, Nicolaus & Company, Incorporated. Dennis specializes in providing portfolio management services to individuals, businesses, charitable organizations, and trusts/estates. Dennis holds a Series 3, Series 7, Series 15, Series 63, and Series 65 licenses.
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
MO
06/22/2015 - Present
Ameriprise Financial Services, LLC (CHESTERFIELD MO)
MO
10/04/2002 - 06/22/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHESTERFIELD MO)
NJ
03/03/2000 - 10/22/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
12/14/1981 - 03/10/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/22/1980 - 01/18/1982
DEAN WITTER REYNOLDS INC.
IA
Issued 09/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1984
Series 3 - National Commodity Futures Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 05/17/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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