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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 Cordova is a financial advisor with over 12 years of experience. Dennis currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Dennis has a strong background in the financial services industry, having worked for several firms, including KEY Investment Services LLC and Biondo Asset Management LLC. Dennis specializes in providing portfolio management and investment advice to individuals, businesses, and institutional clients. Dennis also offers financial planning, pension consulting, and educational seminars to help clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
04/19/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MONTVALE NJ)
NY
09/12/2012 - 02/08/2019
KEY INVESTMENT SERVICES LLC (NEW CITY NY)
PA
11/09/2009 - 09/07/2012
BIONDO ASSET MANAGEMENT LLC (MILFORD PA)
AZ
01/07/2009 - 10/29/2009
ECHOTRADE LLC (PHOENIX AZ)
PA
05/27/2008 - 12/31/2008
BIONDO ASSET MANAGEMENT LLC (MILFORD PA)
PA
12/18/2007 - 01/18/2008
BIONDO ASSET MANAGEMENT LLC (MILFORD PA)
PA
08/16/2007 - 08/23/2007
BIONDO ASSET MANAGEMENT LLC (MILFORD PA)
IA
Issued 06/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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