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.
CRD# 6768675
Edward Jones
CRD# 6066569
Northwestern Mutual Investment Services,llc
CRD# 6793328
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Three Sixty Wealth Management, LLC | Naperville, IL | May 2019 - Current | 5 |
| 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 |
- IL
-
Total Assets Under Management136MILLIONS
-
Total Number of Accounts513ACCOUNTS
-
Average Account Value$264,777
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, FL, IL, TX, WI
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