Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Michael Lacourt is a financial advisor registered with Fidelity Personal And Workplace Advisors. Dennis has been in the industry since 2022 and has a strong background in financial services. Dennis is a Series 7TO, Series 63, and SIE licensed advisor and is registered with the state of Massachusetts and Texas. Dennis is also registered with FINRA. Fidelity Personal And Workplace Advisors is a large financial services firm with over $818 billion in assets under management. The firm provides a variety of financial services, including financial planning, investment management, and retirement planning.
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.
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.
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MA
10/24/2024 - Present
Fidelity Personal AND Workplace Advisors (SOUTH BOSTON MA)
BC
Issued 10/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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