Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Jacob Hein is a financial advisor with Centaurus Financial, Inc. Dennis has been working in the financial industry since March 1990 and holds a Series 7 and Series 66 license. In addition to Centaurus Financial, Inc. Dennis has also worked for CETERA ADVISOR NETWORKS LLC, WALNUT STREET SECURITIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Dennis offers financial planning, portfolio management for individuals and businesses, and pension consulting services.
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
CO
05/09/2024 - Present
Centaurus Financial, Inc. (Longmont CO)
CO
09/03/2013 - 04/29/2024
CETERA ADVISOR NETWORKS LLC (Longmont CO)
CO
02/06/1992 - 09/03/2013
WALNUT STREET SECURITIES, INC. (LONGMONT CO)
IN
03/21/1990 - 02/06/1992
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/21/1990 - 02/06/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 02/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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