Unclaimed
Dennis Parrish is a financial advisor with Osaic Wealth, Inc. Dennis has been in the industry since 1987. Dennis is licensed in several states, including Indiana, Texas, Missouri, and more. Dennis has experience in financial planning, pension consulting, portfolio management, and educational seminars. Dennis is a Series 6, Series 26, Series 63, and Series 65 licensed advisor. Dennis provides advisory services to high-net-worth individuals, individuals, charitable organizations, and corporations.
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
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
IN
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (INDIANAPOLIS IN)
IN
06/25/1998 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
OH
03/24/1994 - 06/25/1998
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
MN
12/15/1987 - 03/24/1994
MIMLIC SALES CORPORATION (ST. PAUL MN)
NA
02/17/1987 - 12/21/1987
WASHINGTON NATIONAL EQUITY COMPANY
IA
Issued 09/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dennis Parrish is the right advisor for you? Invested Better is here to help.