Unclaimed
Dennis Brewster is a financial advisor registered with Osaic Wealth, Inc. Dennis has over 40 years of experience in the financial industry. Dennis is licensed to provide financial services in 43 states and the District of Columbia. Dennis's areas of expertise include financial planning, portfolio management, 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.
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.
1
2
CA
09/01/2023 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
AZ
03/07/2000 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
05/04/1995 - 03/13/2000
KIRLIN SECURITIES INC. (SYOSSET NY)
CA
07/12/1983 - 05/04/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
NA
01/19/1983 - 05/13/1983
DETWILER, RYAN & CO., INC.
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/15/1988
Series 4 - Registered Options Principal Examination
BC
Issued 04/30/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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