Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis James Martin is a financial professional with over 20 years of experience in the industry. Dennis currently works as a registered representative for Avantax Advisory Services. Dennis holds Series 7, 65, and 66 licenses, as well as the SIE. Dennis has been active in the Arizona Society of Practicing Accts since 2001. In addition to his role with Avantax Advisory Services, Dennis is also the owner of DJM Financial Services, Inc., a tax preparation and accounting firm.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AZ
02/11/2022 - Present
Avantax Advisory Services (PHOENIX AZ)
IA
Issued 01/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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