Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Mark Dennis is a financial advisor with Adams Wealth Advisors in Logan, UT. Brendan has been in the financial industry since 2013. Brendan has experience with Fidelity Brokerage Services LLC, Girard Securities, Inc., and The Insight Group, Inc. Brendan holds the Series 63, Series 7, and SIE licenses and is a Certified Financial Planner. The advisor specializes in working with high net worth individuals, pooled investment vehicles, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Adams Wealth Advisors provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
01/28/2019 - Present
Adams Wealth Advisors (LOGAN UT)
CO
04/15/2015 - 08/03/2016
GIRARD SECURITIES, INC. (HIGHLANDS RANCH CO)
CO
09/16/2013 - 12/05/2014
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 10/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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