Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Elmer Lohouse is an investment advisor representative at Forte Capital LLC. Dennis is a Registered Investment Advisor with specializations in Retirement Planning, Mutual Funds, and Fixed Annuities. Dennis holds a Series 63 and a Series 24 license. Dennis has experience in the investment industry. Dennis was previously employed at CHASE SECURITIES INC..
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
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.
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NY
05/09/2021 - Present
Forte Capital LLC (ROCHESTER NY)
NY
09/08/1997 - 03/12/1999
CHASE SECURITIES INC. (NEW YORK NY)
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/1997
Series 24 - General Securities Principal Examination
Active
Inactive
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