Unclaimed
Dennis Flanagan is a registered representative and investment advisor representative with MML Investors Services, LLC. Dennis is a registered representative in Florida with the state of Florida and is a Registered Investment Advisor representative in Florida. Dennis has been in the financial services industry since December 1986. Dennis is also a Chartered Financial Consultant. Dennis has prior experience with SMA Equities, Inc. in Worcester, Massachusetts and MassMutual Life Insurance Company in Palm Beach Gardens, Florida. Dennis is registered to provide investment advice to individuals, corporations, trusts, estates, charitable organizations, pension and profit sharing plans, and insurance companies. Dennis is also registered to sell insurance products, including life, disability, long-term care, fixed annuities, and health insurance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
03/25/1991 - Present
MML Investors Services, LLC (PALM BEACH GARDENS FL)
MA
12/02/1986 - 12/09/1987
SMA EQUITIES, INC. (WORCESTER MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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