Dennis Mesward is a CFP-designated registered investment advisor, based in Schaumburg, IL, with 29 years of industry experience.
Location
425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173
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Regulatory History (1)
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Customer Dispute
January 2010Withdrawn
Other Business ActivitiesSells Insurance
Dennis offers fixed insurance products, including fixed annuities, equity-indexed annuities, and term and permanent life insurance, dedicating about 10-20% of his time to this activity. He also volunteers as an assistant soccer coach and sells items online, dedicating about a quarter of his time to coaching and minimal time to online sales.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
July 2013 - Present · 12 yrs 9 mos
Cl Wealth Management LLC
July 2011 - Present · 14 yrs 9 mos
Previous Registrations
Allied Beacon Partners, INC.Broker
June 2011 - July 2013 · 2 yrs 1 mo
Girard Securities, INC.
February 2011 - June 2011 · 4 mos
Girard Securities, INC.Broker
February 2011 - June 2011 · 4 mos
Qa3 Financial LLC
June 2003 - February 2011 · 7 yrs 8 mos
Qa3 Financial CORP.Broker
June 2003 - February 2011 · 7 yrs 8 mos
Walnut Street Securities, INC.Broker
June 1996 - June 2003 · 7 yrs
State Registrations6 states
CACOFLIANVTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.