Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Gary Dashner is a financial advisor with Stifel, Nicolaus & Company, Inc.. Dennis has been in the industry since 1983 and has a wealth of experience in providing financial advice. Dennis is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Dennis can assist with a variety of financial planning needs including investment planning, retirement planning, and college savings. Dennis has also worked with UBS Financial Services Inc. and Piper Jaffray & Co.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
10/16/2009 - Present
Stifel, Nicolaus & Company, Inc. (SIOUX CITY IA)
IA
08/12/2006 - 10/16/2009
UBS FINANCIAL SERVICES INC. (SIOUX CITY IA)
IA
03/25/1996 - 08/12/2006
PIPER JAFFRAY & CO. (SIOUX CITY IA)
NJ
01/07/1985 - 03/05/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
12/13/1983 - 01/22/1985
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/24/1983 - 12/16/1983
INVESTMENT PLANNING, INC.
IA
Issued 11/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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