Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Everett Herrera is a financial professional with over 19 years of experience in the industry. Dennis has a Series 6, 7, 26, 63 and 65 licenses and is registered in 18 states. Dennis works for Cetera Investment Advisers LLC, where Dennis provides financial planning, pension consulting, and portfolio management for individuals and businesses. Dennis also offers educational seminars to help clients understand their financial options. Prior to joining Cetera Investment Advisers LLC, Dennis worked for Foresters Financial Services, Inc. for over 15 years.
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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NY
01/12/2023 - Present
Cetera Investment Advisers LLC (WESTBURY NY)
NY
04/09/2004 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (WESTBURY NY)
IA
Issued 5/2/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/2/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 8/3/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/8/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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