Unclaimed
Dennis Gafur is a financial advisor at Truist Advisory Services, Inc., where has been employed since October 2022. Dennis provides a range of services including financial planning, portfolio management for individuals and businesses, and wrap fee product and financial profiling services using desktop software. Dennis is registered as a broker-dealer in 53 states and a Registered Investment Advisor (RIA) in Florida. Dennis holds a Series 7, 63, and 66 license. Prior to working at Truist Advisory Services, Inc., Dennis worked at Equitable Advisors, LLC from February 2022 to September 2022, and Thrivent Investment Management Inc. from April 2020 to June 2021. Dennis has been in the financial industry since April 2020.
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
FL
11/28/2022 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
02/23/2022 - 09/09/2022
EQUITABLE ADVISORS, LLC (TAMPA FL)
FL
06/17/2020 - 06/18/2021
THRIVENT INVESTMENT MANAGEMENT INC. (LAND O LAKES FL)
BOTH
Issued 02/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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