Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Chapman Delphenich is a registered investment advisor representative. Dennis has been in the industry for over 30 years, and has worked at a number of firms, including Northeast Securities, Inc., Donahue Securities, Inc. and Prim Securities, Incorporated. Dennis is currently employed at Gries Financial Partners. Dennis is registered with the state of Ohio and is also pending registration with the state of Florida.
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.
Personal trustee services, bill pay, and tax prep assistance
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Personal trustee services, bill pay, and tax prep assistance
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2
OH
11/02/2023 - Present
Gries Financial Partners (CLEVELAND OH)
NY
03/19/2001 - 07/30/2004
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
OH
01/26/2001 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
OH
01/06/1995 - 02/01/2001
PRIM SECURITIES, INCORPORATED (INDEPENDENCE OH)
AZ
09/10/1993 - 12/20/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
OH
02/09/1993 - 09/21/1993
CHAPEL HILL SECURITIES, INC. (INDEPENDENCE OH)
NY
01/21/1992 - 03/20/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
08/23/1988 - 12/31/1991
HOME LIFE INSURANCE COMPANY
CT
08/23/1988 - 12/31/1991
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 08/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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