Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Patrick Fagan is an Investment Advisor Representative with Fagan Associates Inc., based in Troy, NY. Dennis has been in the securities industry since 1985. Dennis holds the Series 6, 7 and 63 licenses. Dennis provides financial planning and portfolio management services to individual and institutional clients.
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.
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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NY
04/10/2018 - Present
Fagan Associates Inc. (TROY NY)
NY
10/02/1989 - 12/31/1996
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
09/20/1989 - 10/02/1989
CADARET, GRANT & CO., INC.
MA
04/01/1986 - 09/06/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/11/1985 - 09/06/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1990
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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