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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Michael Magaldi is a registered investment advisor representative with Western International Securities, Inc. in Irvine, California. Dennis has been in the securities industry since 2004 and has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. Dennis is committed to helping clients achieve their financial goals through personalized financial planning and investment management services.
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.
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
CA
08/21/2017 - Present
Western International Securities, Inc. (Irvine CA)
CA
07/25/2007 - 08/21/2017
FINANCIAL WEST GROUP (THOUSAND OAKS CA)
CA
04/02/2007 - 07/17/2007
MORGAN STANLEY & CO., INCORPORATED (THOUSAND OAKS CA)
CA
10/11/2004 - 04/02/2007
MORGAN STANLEY DW INC. (THOUSAND OAKS CA)
NJ
02/09/1995 - 09/05/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law 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 02/02/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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