Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Breier is a financial advisor with Foundations Investment Advisors LLC. Dennis has been working in the financial services industry since 2008 and has a Series 7, Series 66, and Series 65 license. Dennis has experience working at various financial institutions, including Fifth Third Securities, LPL Financial LLC, Citigroup Global Markets Inc., and ING Financial Partners, Inc. Dennis is a registered Investment Advisor Representative in Illinois. Dennis's expertise is in Financial Planning, Educational Seminars, Selection of Other Advisers, and Portfolio Management for Individuals. Dennis also has experience in handling advanced funeral planning and pre-paid funeral contracts for Modell Funeral Home.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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AZ
02/01/2024 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
IL
11/10/2016 - 03/23/2018
FIFTH THIRD SECURITIES, INC. (WESTMONT IL)
IL
04/12/2013 - 09/02/2016
LPL FINANCIAL LLC (DOWNERS GROVE IL)
IL
07/12/2011 - 05/06/2013
CITIGROUP GLOBAL MARKETS INC. (BLOOMINGDALE IL)
IL
10/07/2009 - 07/19/2011
ING FINANCIAL PARTNERS, INC. (DOWNERS GROVE IL)
IA
03/21/2008 - 10/08/2009
THRIVENT INVESTMENT MANAGEMENT INC. (NORTH LIBERTY IA)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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