Unclaimed
Dennis Patrick Logan is a financial professional with over 20 years of experience in the industry. Dennis is currently registered with American Century Investment Services Inc. and has held previous positions at Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., Boston Institutional Services Incorporated, and Jones & Associates, Inc. Dennis has a wide range of experience in the financial services industry and holds the Series 63, SIE, and Series 7 licenses. Dennis is registered in 51 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
1
2
CT
11/09/2012 - Present
American Century Investment Services Inc. (NEW CANAAN CT)
CT
12/01/2005 - 10/26/2012
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
CT
11/07/2005 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
MA
07/02/2003 - 03/16/2005
BOSTON INSTITUTIONAL SERVICES INCORPORATED (BOSTON MA)
CA
04/09/2002 - 05/15/2003
JONES & ASSOCIATES, INC. (THOUSAND OAKS CA)
BC
Issued 11/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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