Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Perkins is a financial advisor with Prospera Financial Services, Inc. Dennis has been in the financial services industry since June 18, 2004. Dennis holds the Series 7, Series 31, Series 99, and SIE licenses. Dennis is registered with FINRA, and is licensed in 14 states. Dennis also holds the Series 66 license. Dennis has been a financial advisor at Prospera Financial Services, Inc. since March 2009. Dennis specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
VA
03/03/2009 - Present
Prospera Financial Services, Inc. (GLEN ALLEN VA)
VA
06/18/2004 - 03/03/2009
MICG INVESTMENT MANAGEMENT, LLC (GLEN ALLEN VA)
BOTH
Issued 08/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dennis Perkins is the right advisor for you? Invested Better is here to help.
