Unclaimed
David Dennerll is a financial advisor with Janney Montgomery Scott LLC. David has been in the financial industry since 1998. David's primary office location is 8044 Montgomery Road, Suite 415, Cincinnati, OH. David holds Series 7, Series 66, and SIE licenses and is registered in Alabama, Arizona, California, Colorado, Florida, Idaho, Indiana, Kentucky, Louisiana, Michigan, Montana, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, and Washington. David is also a Certified Financial Planner.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
11/07/2024 - Present
Janney Montgomery Scott LLC (Cincinnati OH)
OH
01/11/2005 - 05/08/2009
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
06/09/1998 - 01/12/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/25/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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