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Dennis Fu-teh Shu

Perennial Financial Services

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About Dennis Fu-teh Shu

Dennis Shu is a financial advisor with Perennial Financial Services. Dennis has been in the industry since 2011 and is registered with the state of California. Dennis holds the Series 7 and Series 66 licenses. Dennis is also a Certified Financial Planner. Perennial Financial Services is an independent investment advisor firm that specializes in financial planning, portfolio management, and pension consulting. The firm is separate from and independent of LPL Financial. The firm has 28 licensed agents and 32 investment advisor representatives. Perennial Financial Services is a member of FINRA and SIPC.

Firm Information

Dennis Shu is currently registered with Perennial Financial Services. Perennial Financial Services is a Los Angeles, CA-based registered investment advisor with 32 investment advisor representatives and a total of $1,483,758,945 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Perennial Financial Services also offers a wrap fee program and assists clients with the selection of other advisors.
Perennial Financial Services

11620 WILSHIRE BOULEVARD

LOS ANGELES, CA 90025

$1.48B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dennis Shu’s Registration & Firm History

CA

06/12/2017 - Present

Perennial Financial Services (Los Angeles CA)

CA

06/27/2013 - 11/14/2014

WELLS FARGO ADVISORS, LLC (ROLLING HILLS ESTATES CA)

CA

11/29/2011 - 07/01/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)

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Licenses & Designations

BOTH

Issued 01/12/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dennis Fu-teh Shu.
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