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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Charles Davis is a financial advisor with Cetera Investment Advisers LLC based in Tulsa, Oklahoma. Dennis has been working in the financial industry since 1995 and holds a Series 7, Series 24, and Series 63 license. Dennis also holds a Series 65 license and is a Certified Financial Planner™. Dennis has experience working with both individuals and businesses and offers financial planning and portfolio management services. Dennis's previous experience includes working with VOYA Financial Advisors, INC. and MML Investors Services, INC. Dennis is registered to provide investment advisory services in Oklahoma and Texas.
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
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (TULSA OK)
OK
05/15/1997 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TULSA OK)
MA
08/24/1995 - 04/16/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 10/6/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/6/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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