Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Ernesto Elias is a financial advisor who has been active in the industry since April 2016. Dennis is registered as an investment advisor representative in Virginia. Dennis has a background in finance and has worked at several firms including Commonwealth Financial Network and AFS Financial Group, LLC. Dennis currently works at Andersen Tax LLC and is licensed to offer a range of financial services including financial planning, portfolio management, and pension consulting. Dennis is a Certified Financial Planner and has a strong understanding of the financial planning process. Dennis has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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VA
08/07/2024 - Present
Andersen (MCLEAN VA)
MD
04/28/2016 - 05/08/2020
COMMONWEALTH FINANCIAL NETWORK (BETHESDA MD)
BOTH
Issued 06/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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