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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 White is an investment advisor representative for Cetera Investment Advisers LLC. Dennis has been in the financial services industry since February 1996 and has been registered with Cetera Investment Advisers LLC since January 2014. Prior to joining Cetera, Dennis was associated with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., WELLS FARGO ADVISORS, LLC, WELLS FARGO INVESTMENTS, LLC, VISION INVESTMENT SERVICES, INC., FISERV INVESTOR SERVICES, INC., M&I BROKERAGE SERVICES, INC., WASHINGTON SQUARE SECURITIES, INC. and SUNAMERICA SECURITIES, INC. Dennis has a Series 6, 7, 63, and 65. Dennis Alan White provides financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Dennis's primary office is located in Brookfield, WI.
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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WI
01/21/2014 - Present
Cetera Investment Advisers LLC (BROOKFIELD WI)
WI
07/05/2011 - 12/13/2011
LPL FINANCIAL LLC (FRANKLIN WI)
WI
03/23/2011 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (FRANKLIN WI)
WI
01/03/2011 - 03/04/2011
WELLS FARGO ADVISORS, LLC (WEST ALLIS WI)
WI
12/01/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RACINE WI)
WI
07/25/2007 - 11/21/2008
UVEST FINANCIAL SERVICES GROUP, INC. (NEW BERLIN WI)
WI
10/15/2003 - 07/24/2007
VISION INVESTMENT SERVICES, INC. (WEST ALLIS WI)
TX
10/09/2002 - 10/16/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
WI
09/22/1999 - 04/29/2002
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
CT
02/26/1998 - 09/16/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
AZ
07/17/1995 - 01/29/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 03/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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