Invested Better
Unclaimed

Unclaimed

Unclaimed

Dennis Charles Bearce

Fifth Third Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dennis? Claim Your Profile

About Dennis Charles Bearce

Dennis Bearce is a financial advisor with Fifth Third Securities, Inc. Dennis has been in the securities industry for over 17 years. Dennis has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Dennis is registered in 22 states and holds several licenses, including the Series 6, 7, 63 and 66. Dennis specializes in financial planning, portfolio management, and retirement planning.

Firm Information

Dennis Bearce is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dennis Bearce’s Registration & Firm History

KY

07/19/2022 - Present

Fifth Third Securities, Inc. (ASHLAND KY)

KY

04/10/2006 - 05/14/2007

W&S BROKERAGE SERVICES, INC. (RUSSELL KY)

Not sure if Dennis Charles Bearce is right for you?

Licenses & Designations

BOTH

Issued 11/18/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/14/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2009

Series 7 - General Securities Representative Examination

BC

Issued 04/07/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Dennis Charles Bearce. Review regulatory record here.
Not sure if Dennis Charles Bearce is right for you?