Unclaimed
Dennis Way is a financial advisor with PFS Investments Inc. Dennis has been in the financial services industry for over 40 years and holds Series 6, 63, 26, and 65 licenses. Dennis has experience in various areas of financial services, including portfolio management for individuals, insurance, and real estate. Dennis is also a licensed insurance agent in several states. He specializes in providing financial advice and investment management services to individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IA
08/01/2011 - Present
PFS Investments Inc. (WEST DES MOINES IA)
NA
01/06/1981 - 11/18/1982
CONTINENTAL MANAGEMENT, INC.
NA
05/13/1980 - 01/31/1981
WESTAMERICA FINANCIAL CORPORATION
IA
Issued 03/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Dennis Way is the right advisor for you? Invested Better is here to help.