Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Carl Walters is a financial advisor with over 40 years of experience in the financial services industry. Dennis is currently registered with Ameritas Advisory Services, LLC in Clarkston, Michigan. Dennis has a wide range of experience in the financial services industry including experience with Carillon Investments, Inc., Green Hill Financial Service Corporation, New England Securities, The Mutual Life Insurance Company of New York, and MONY Securities Corp. Dennis has a strong commitment to providing his clients with personalized financial advice and guidance. Dennis holds Series 63, 65, 7, and 1 licenses, as well as the SIE designation. Dennis also holds the designation of Chartered Financial Consultant.
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.
Solicitor fees
1
2
MI
11/01/2021 - Present
Ameritas Advisory Services, LLC (Clarkston MI)
MI
01/02/1992 - 06/30/2006
CARILLON INVESTMENTS, INC. (CLARKSTON MI)
NA
01/29/1991 - 01/07/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
NY
06/15/1988 - 01/21/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
02/22/1977 - 06/03/1988
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
02/22/1977 - 06/01/1988
MONY SECURITIES CORP.
IA
Issued 08/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1990
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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