Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Gene Harrelson is an investment advisor representative at Cetera Investment Advisers LLC and is based in Fort Myers, FL. Dennis has been in the financial services industry since June 1984. Dennis has been registered with the Securities and Exchange Commission since July 1985. Dennis is also registered with FINRA. Dennis has experience with Securian Financial Services, Inc., The Minnesota Mutual Life Insurance Company, and Cetera Advisor Networks LLC. Dennis offers financial planning, pension consulting, and educational seminars. Dennis also manages portfolios for individuals and businesses.
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.
1
2
FL
08/03/2023 - Present
Cetera Investment Advisers LLC (FORT MYERS FL)
FL
07/17/1985 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (FORT MYERS FL)
NA
06/13/1984 - 07/15/1985
THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/20/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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