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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Cahill is a financial advisor with UBS Financial Services Inc. Dennis has been in the industry since 1987 and has been registered with the firm since 1994. Dennis is a registered representative with the firm and holds the Series 7, Series 63 and Series 65 licenses. Dennis is a registered investment advisor in Texas. Dennis has extensive experience in financial planning, portfolio management, and investment advisory services. Dennis specializes in working with high-net-worth individuals, corporations, and businesses. Dennis is committed to providing his clients with personalized financial advice and investment strategies designed to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
05/13/1994 - Present
UBS Financial Services Inc. (HOUSTON TX)
NY
05/26/1989 - 05/19/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
09/01/1988 - 06/05/1989
LOVETT MITCHELL WEBB & GARRISON, INC.
NA
12/15/1987 - 09/01/1988
BOETTCHER & COMPANY, INC.
NA
10/21/1987 - 11/03/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 08/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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