Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis John McKillop is a registered representative of Morgan Stanley with over 40 years of experience in the financial services industry. Dennis has been with the firm since 2007, previously working with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Dennis holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Dennis is registered to provide investment advisory services in several states and is also a registered investment advisor in New York and Texas. Dennis provides a variety of services to individuals and families, including financial planning, portfolio management, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/18/2020 - Present
Morgan Stanley (BINGHAMTON NY)
NY
07/19/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BINGHAMTON NY)
NY
11/21/2002 - 08/02/2007
CITIGROUP GLOBAL MARKETS INC. (BINGHAMTON NY)
NY
05/06/1994 - 11/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/21/1986 - 05/18/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
04/08/1983 - 12/12/1985
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
02/21/1982 - 12/11/1985
PRUCO SECURITIES CORPORATION
BC
Issued 03/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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