Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Kelleher is a financial professional with over 20 years of experience in the industry. Dennis is currently registered with Ameriprise Financial Services, LLC. Dennis has a wide range of experience, including working with clients in Texas, New York, New Jersey, Ohio, and Nebraska. Dennis specializes in providing financial planning and investment management services for individuals, businesses, and trusts. Dennis also offers asset allocation services and educational seminars.
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 services
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
TX
12/14/2022 - Present
Ameriprise Financial Services, LLC (PLANO TX)
NJ
09/02/2011 - 09/14/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MARLTON NJ)
OH
01/23/2009 - 08/06/2009
AMERITAS INVESTMENT CORP. (CINCINNATI OH)
NY
10/28/2004 - 09/04/2007
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NA
08/15/1983 - 04/22/1988
PRUCO SECURITIES CORPORATION
IA
Issued 08/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/2011
Series 26 - Investment Company Products/Variable Contracts Principal 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 10/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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