Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mel? Claim Your ProfileMel Dennison is a financial advisor at Osaic Wealth, Inc., a firm that has been in business since 2004. Mel has been in the financial services industry since 2004 and has experience working with various clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Mel specializes in providing financial planning, portfolio management, and pension consulting services. Mel is licensed to provide advisory services in Connecticut, Delaware, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, and Texas.
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.
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
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (Newton NJ)
NJ
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Newton NJ)
NJ
08/19/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (Newton NJ)
NJ
07/21/2005 - 08/27/2014
ING FINANCIAL PARTNERS, INC. (NEWTON NJ)
NJ
09/03/2004 - 07/21/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 12/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mel Dennison is the right advisor for you? Invested Better is here to help.
