Unclaimed
Dennis Colavito has been in the financial industry since 1981 and is currently registered with PKS Advisory Services, LLC. Dennis has worked with various financial institutions including Paine Webber Incorporated, Dean Witter Reynolds Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Ross, Stebbins Inc. Dennis specializes in providing financial planning and investment advice for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
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
NY
04/08/2021 - Present
PKS Advisory Services, LLC (ALBANY NY)
NJ
05/17/1994 - 06/17/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/07/1988 - 04/08/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/03/1984 - 05/20/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/12/1982 - 12/06/1984
PAINEWEBBER INCORPORATED
NA
11/02/1981 - 11/23/1982
SUCCESS SECURITIES INC.
NA
03/08/1982 - 04/26/1982
MARSAN SECURITIES CO., INC.
NA
06/23/1981 - 10/05/1981
ROSS, STEBBINS INC.
IA
Issued 09/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1989
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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