Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Call has been a registered representative for over 25 years. Dennis is currently registered as a Registered Representative with Fidelity Personal AND Workplace Advisors and has been with the firm since 2006. Dennis is also a registered Investment Advisor Representative in Oregon and Texas. Dennis has extensive experience in the financial services industry, having previously worked at firms such as U.S. BANCORP INVESTMENTS, INC., Amerprise Financial Services, Inc., Geneos Wealth Management, Inc., Fidelity Brokerage Services LLC, Morgan Stanley DW Inc., HybridTrading, LLC, and Ameritrade Northwest, Inc. Dennis holds a Series 63, Series 66, and Series 7 securities licenses as well as a Series 24 general securities principal license. Dennis provides financial planning, educational seminars, and portfolio management services to individuals, businesses, 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.
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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OR
11/02/2021 - Present
Fidelity Personal AND Workplace Advisors (TIGARD OR)
OR
03/23/2020 - 09/16/2021
U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)
OR
07/31/2019 - 01/14/2020
AMERIPRISE FINANCIAL SERVICES, INC. (Portland OR)
OR
03/29/2018 - 06/04/2019
GENEOS WEALTH MANAGEMENT, INC. (PORTLAND OR)
OR
09/29/2006 - 02/21/2018
FIDELITY BROKERAGE SERVICES LLC (TIGARD OR)
OR
07/28/2006 - 09/08/2006
MORGAN STANLEY DW INC. (LAKE OSWEGO OR)
OR
04/08/2005 - 12/16/2005
HYBRIDTRADING, LLC (PORTLAND OR)
OR
12/16/1996 - 06/08/2004
AMERITRADE NORTHWEST, INC. (PORTLAND OR)
BOTH
Issued 10/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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