Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Byrne is a financial advisor at Raymond James Financial Services Advisors, Inc. Dennis has over 15 years of experience in the financial services industry. Dennis is registered with the state of New York and New Jersey. Dennis is also a registered investment advisor. Dennis specializes in providing financial advice to individuals, families, and businesses. Dennis is committed to helping clients achieve their financial goals.
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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NY
08/26/2023 - Present
Raymond James Financial Services Advisors, Inc. (Smithtown NY)
NY
04/04/2016 - 03/12/2020
AXA ADVISORS, LLC (FLUSHING NY)
NY
02/25/2014 - 06/02/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NJ
05/03/2012 - 05/23/2013
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NY
04/26/2010 - 04/17/2012
E*TRADE SECURITIES LLC (GARDEN CITY NY)
NY
01/23/2004 - 12/31/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 05/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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