Dennis Seeley (CRD# 4691179) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Framingham, MA and has over 20 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Framingham, MA | Jul 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | Framingham, MA | Jan 2022 - Current | 2 |
| Td Ameritrade, Inc. | Framingham, MA | Feb 2018 - Dec 2022 | 4 |
| Td Ameritrade Investment Management, LLC | Framingham, MA | Feb 2018 - Dec 2022 | 4 |
| Scottrade, Inc. | Natick, MA | Jun 2016 - Feb 2018 | 1 |
| Sovereign Bank | Woonsocket, RI | Nov 2012 - Jun 2016 | 3 |
| Santander Securities, LLC | Woonsocket, RI | Nov 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- CT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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