Unclaimed
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.
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.
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.
Sponsor wrap fee program
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.
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2
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)
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
Active
Inactive
F
FINRA
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