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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 McGinley is a financial advisor with Fidelity Personal and Workplace Advisors. Dennis is a registered representative with FINRA and has been in the industry since 1994. Dennis is also a registered investment advisor and has been registered with the SEC since 2014. Dennis specializes in working with high-net-worth individuals, families, and businesses. Dennis also provides financial planning services, including retirement planning, college savings, and estate planning. Dennis is a member of the FINRA and the SEC. Dennis is committed to providing his clients with the highest level of service and expertise.
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.
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
NY
05/15/2019 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
04/04/2012 - 01/02/2013
GFI SECURITIES LLC (NEW YORK NY)
NJ
07/18/1995 - 04/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
NE
05/17/1994 - 09/21/1995
NATIONAL DISCOUNT BROKERS (OMAHA NE)
IA
Issued 03/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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