Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Kalinin is a financial advisor with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. Dennis has been in the industry since April 2010 and holds a Series 7 and Series 66 securities license. Dennis is also a Certified Financial Planner. Dennis has experience working at Chase Investment Services Corp. and UnionBanc Investment Services, LLC in addition to the current firm. Dennis provides financial planning, portfolio management and selection of other advisers. Dennis's office is located in HUNTINGTON BEACH, CA. Dennis has been registered with the State of California since 2012. Dennis has a strong track record of providing financial advice to individuals, corporations, and high-net-worth clients. Dennis is a valuable resource for those seeking to achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/25/2013 - Present
J.p. Morgan Securities LLC (HUNTINGTON BEACH CA)
CA
11/10/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON BEACH CA)
CA
04/06/2010 - 11/09/2011
UNIONBANC INVESTMENT SERVICES, LLC (TUSTIN CA)
BOTH
Issued 05/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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