Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Amico is a financial advisor with over 50 years of experience in the industry. Dennis is currently registered with Kestra Advisory Services, LLC, and has been with the firm since 2016. Dennis is also the President of Dancole Associates, an insurance agency, and provides investment advisory, estate planning and insurance planning services through Wealth Preservation Solutions, LLC. Prior to his current role, Dennis was a registered representative with NFP Securities, Inc. Dennis holds a Series 1, Series 6, Series 7, and Series 63 license and is registered with the following states: Colorado, Connecticut, Florida, Illinois, Indiana, Montana, New Jersey, New York, and Pennsylvania. Dennis has specialized in the areas of retirement planning, investment management, and insurance planning. Dennis is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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.
1
2
NJ
04/20/2016 - Present
Kestra Advisory Services, LLC (RIDGEWOOD NJ)
IN
11/18/2002 - 01/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 01/31/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
01/06/1971 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 03/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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