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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Alan Dewitt is a financial advisor with Osaic Wealth, Inc. Dennis has been working in the financial industry since 1985, specializing in providing investment advice and financial planning services to a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Dennis is a registered representative in Florida, Pennsylvania, New York, South Carolina, and Texas. Dennis is a member of FINRA and holds the Series 6, 7, 22, 63, and 65 licenses. Dennis is committed to providing his clients with personalized service and customized financial solutions to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
07/31/2019 - Present
Osaic Wealth, Inc. (ESTERO FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ESTERO FL)
FL
07/08/2004 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ESTERO FL)
NY
03/25/1994 - 07/15/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
OH
12/15/1992 - 03/28/1994
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NY
01/11/1985 - 12/17/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 01/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/09/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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