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 a financial advisor with Cetera Investment Advisers LLC. Dennis has been in the financial industry since June 13, 1984. Dennis is registered with the state of Florida. Dennis has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Dennis provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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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 3/2/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 5/20/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 6/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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