Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis McGee is a financial advisor with over 30 years of experience in the financial services industry. Dennis is currently registered with USI Securities, Inc. Dennis has a strong background in helping clients achieve their financial goals. Dennis holds the Series 6, 7 and 63 licenses. Dennis was previously registered with AXA Advisors, LLC, Washington Square Securities, Inc., 1717 Capital Management Company, Jefferson Pilot Securities Corporation, MIMLIC Sales Corporation and Coordinated Capital Securities of WI Inc. Dennis is dedicated to providing personalized financial advice and investment strategies to help clients reach their financial objectives.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Bundled consulting and advisory fees
1
2
PA
03/20/2003 - Present
USI Securities, Inc. (Newtown Square PA)
NY
08/08/2000 - 04/01/2003
AXA ADVISORS, LLC (NEW YORK NY)
CT
07/22/1998 - 07/13/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
DE
01/28/1998 - 06/02/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IN
06/21/1996 - 01/21/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MN
08/23/1990 - 02/15/1996
MIMLIC SALES CORPORATION (ST. PAUL MN)
WI
02/04/1988 - 08/09/1990
COORDINATED CAPITAL SECURITIES OF WI INC. (FORT ATKINSON WI)
NA
01/18/1985 - 02/05/1988
IRG SECURITIES, INC.
BC
Issued 11/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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