Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Robert Sack is a financial professional with over 40 years of experience in the financial services industry. Dennis currently holds a Series 1, Series 6, Series 63, and Series 22 licenses and is registered with the state of Wisconsin and Texas. Dennis is a Registered Representative at MWA Financial Services Inc. Dennis has held previous positions at W&S Brokerage Services, Inc., PRUCO SECURITIES, LLC., THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, SENTRY EQUITY SERVICES, INC., and LUTHERAN BROTHERHOOD SECURITIES CORP. Dennis specializes in investment management, financial planning, portfolio management for businesses and individuals, and selection of other advisors. Dennis provides financial services to individuals, corporations, and charitable organizations.
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.
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.
1
2
WI
01/11/2007 - Present
MWA Financial Services Inc. (MILWAUKEE WI)
WI
03/07/2005 - 12/20/2006
W&S BROKERAGE SERVICES, INC. (WAUWATOSA WI)
NJ
01/07/1989 - 02/15/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
01/07/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
07/18/1988 - 11/22/1988
SENTRY EQUITY SERVICES, INC.
NA
06/19/1980 - 05/24/1988
LUTHERAN BROTHERHOOD SECURITIES CORP.
BC
Issued 08/01/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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