Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Schlachter is a financial advisor with over 30 years of experience in the industry. Dennis is currently registered with LPL Financial LLC, a firm with over $50 billion in assets under management. Dennis has held previous positions at a variety of firms, including Vanguard Marketing Corporation, Duncan-Williams, Inc., and Scott & Stringfellow, Inc.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
07/10/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/18/2022 - 07/15/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
TN
12/04/2014 - 08/02/2017
DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)
VA
07/27/2010 - 12/01/2014
M&T SECURITIES, INC. (RICHMOND VA)
VA
01/04/2010 - 07/20/2010
WATERFORD INVESTOR SERVICES, INC. (RICHMOND VA)
VA
03/19/2007 - 12/23/2009
COMMUNITY BANKERS SECURITIES, LLC (RICHMOND VA)
VA
06/28/1999 - 03/21/2007
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NC
06/30/1993 - 07/02/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
04/21/1987 - 07/12/1993
MELLON INVESTMENT PRODUCTS COMPANY (NEW YORK NY)
NA
02/04/1986 - 11/24/1986
INDIANA NATIONAL BROKERAGE SERVICES, INC.
BC
Issued 10/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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