Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Mojares is a financial advisor at M Holdings Securities, Inc. Dennis has been in the industry since 1993 and has a diverse background, having worked with various firms. Dennis is registered with FINRA and the Securities and Exchange Commission. Dennis holds the Series 63, 65, 7 and 24 licenses. Dennis provides financial planning, portfolio management, and investment advisory 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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
02/02/2023 - Present
M Holdings Securities, Inc. (Morristown NJ)
NJ
10/22/2013 - 05/06/2016
WOODSTOCK FINANCIAL GROUP, INC. (MADISON NJ)
NJ
01/05/2009 - 10/16/2013
PURSHE KAPLAN STERLING INVESTMENTS (CHATHAM NJ)
NJ
04/25/2008 - 01/06/2009
SAGEPOINT FINANCIAL, INC. (LIVINGSTON NJ)
NJ
11/30/2004 - 04/28/2008
M HOLDINGS SECURITIES, INC. (EAST HANOVER NJ)
DE
11/19/2002 - 12/03/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
03/05/1999 - 11/20/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/12/1995 - 03/10/1999
PAINEWEBBER INCORPORATED
NJ
03/20/1995 - 03/10/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CO
12/23/1993 - 03/27/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 07/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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