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 Wilson is a financial advisor with over 45 years of experience in the industry. He is currently registered with MML Investors Services, LLC in New Hartford, NY. Dennis has held previous positions with MSI Financial Services, INC. and Metropolitan Life Insurance Company. He holds a Series 63, Series 7TO, Series 6TO, SIE, and Series 1. Dennis focuses on offering financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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 programs
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.
Solicitors fees
1
2
NY
03/25/2017 - Present
MML Investors Services, LLC (NEW HARTFORD NY)
NY
04/13/1987 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW HARTFORD NY)
NY
07/03/1973 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (UTICA NY)
BC
Issued 12/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative 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 06/27/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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