Dena Abdelaziz, financial advisor Bloomington IL

Dena Abdelaziz

CRD Number: 7074382
Current Firm: Three Sixty Wealth Management, LLC

Dena Abdelaziz (CRD# 7074382) is an Investment Advisor Representative working at Three Sixty Wealth Management, LLC in Bloomington, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Three Sixty Wealth Management, LLC Naperville, IL May 2019 - Current 4
Capital Asset Advisory Services, LLC Naperville, IL Nov 2018 - Current 5
Potbelly Sandwich Works Chicago, IL Jun 2017 - Aug 2018 1
Eastern Illinois University Charleston, IL Aug 2013 - May 2017 3
Nordstrom Oakbrook, IL Aug 2013 - Dec 2016 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2019
Contact Info for Dena Abdelaziz
Phone Number: (630) 219-1695
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    136
    MILLIONS
  • Total Number of Accounts
    513
    ACCOUNTS
  • Average Account Value
    $264,777
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, FL, IL, TX, WI

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