Unclaimed
Dennis Eugene Parker is an investment advisor representative at Truist Advisory Services, Inc., licensed in several states, including Georgia, Louisiana, Rhode Island, and Texas. Dennis has been working in the financial industry since 1996 and has a wide range of experience in providing financial advice to individuals and businesses. Dennis specializes in portfolio management, financial planning, and selection of other advisors.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
03/13/2017 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
NC
07/11/1997 - 01/31/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
07/22/1996 - 02/07/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
GA
11/16/1995 - 06/05/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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