Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dennis is a financial advisor with MWA Financial Services Inc. in Decatur, Georgia. David has been in the financial services industry since 2004. David has a Series 6, Series 7, Series 24, and Series 63 licenses. David provides financial planning, portfolio management, and selection of other advisers to individuals, businesses, and charitable organizations. David is also a Chartered Financial Consultant.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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GA
03/29/2022 - Present
MWA Financial Services Inc. (Decatur GA)
GA
10/25/2017 - 03/18/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (ATLANTA GA)
GA
03/10/2016 - 10/11/2017
W&S BROKERAGE SERVICES, INC. (Norcross GA)
GA
05/01/2013 - 01/09/2016
SAGEPOINT FINANCIAL, INC. (TUCKER GA)
GA
12/15/2011 - 04/25/2013
DEMPSEY LORD SMITH, LLC (TUCKER GA)
GA
04/24/2007 - 12/31/2009
ESSEX SECURITIES LLC (MCDONOUGH GA)
CO
09/08/2004 - 12/13/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
VA
10/27/2000 - 05/17/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 10/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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