Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denny? Claim Your ProfileDenny Bilikas is an Investment Advisor Representative and a Registered Representative at Osaic FA, Inc. Denny has over 23 years of experience in the securities industry. Before joining Osaic FA, Inc., Denny was a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 9 years. Denny is licensed to sell securities in Arizona, California, Colorado, Georgia, Hawaii, Montana, Nevada, New York, and Texas. Denny holds the Series 7, Series 63, and Series 65 licenses. Denny is also a licensed insurance agent. Denny provides financial planning, portfolio management for individuals and businesses, and retirement plan consulting services to individuals, families, 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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
CA
08/09/2024 - Present
Osaic FA, Inc. (EL SEGUNDO CA)
CA
09/26/2008 - 12/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
CA
10/28/2005 - 10/09/2008
CITIGROUP GLOBAL MARKETS INC. (EL SEGUNDO CA)
CA
09/25/2000 - 10/28/2005
M.L. STERN & CO., LLC. (BEVERLY HILLS CA)
IA
Issued 12/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Denny Bilikas is the right advisor for you? Invested Better is here to help.
