Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Darrel Dachtler has been in the financial services industry since 1985. Dennis is currently registered with Calton & Associates, Inc., a firm headquartered in Tampa, Florida. Dennis has prior experience with Ameritas Investment Corp., Brecek & Young Advisors, Inc., American Investors Company, Fahnestock & Co., Inc., B.C. Christopher Securities Co., and Southmark Financial Services, Inc. Dennis is a licensed insurance agent with a variety of life, health, and long term care insurance products and services. Dennis offers a variety of advisory services for individuals, businesses, and pension plans.
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.
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.
Earned based on transactions or products sold.
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.
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2
CA
04/18/2017 - Present
Calton & Associates, Inc. (Folsom CA)
CA
08/07/1998 - 05/17/2017
AMERITAS INVESTMENT CORP. (FOLSOM CA)
CA
01/28/1997 - 09/02/1998
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
CA
09/17/1991 - 02/11/1997
AMERICAN INVESTORS COMPANY (SAN RAMON CA)
NY
03/23/1990 - 09/20/1991
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
12/22/1987 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
03/19/1985 - 12/21/1987
SOUTHMARK FINANCIAL SERVICES, INC.
IA
Issued 01/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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