Dennis Wojcicki (CRD# 1582619) is an Investment Advisor Representative working at Forum Financial Management, LP in Itasca, IL and has over 32 years of experience in the finance industry.
CRD# 2649533
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2010380
Forum Financial Management, LP
CRD# 6874212
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forum Financial Management, LP | Lombard, IL | Jun 2013 - Current | 10 |
| Dsl Group | Itasca, IL | Jan 1997 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1991 |
- IL
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Total Assets Under Management8,531MILLIONS
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Total Number of Accounts21,698ACCOUNTS
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Average Account Value$393,183
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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