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 Prout is a financial advisor with CG Advisory Services. Dennis has been in the financial industry for over 30 years and has a broad range of experience working with individuals, families, businesses, and charitable organizations. Dennis holds a Series 7, Series 24, and Series 63 license, as well as a Series 65 license, and is registered with the state of Michigan as an investment advisor representative. Dennis is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Dennis is also involved in the community as President of the Board of the Grand Traverse Pavilions Foundation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
02/09/2011 - Present
CG Advisory Services (TRAVERSE CITY MI)
MI
03/20/2009 - 06/25/2012
INVEST FINANCIAL CORPORATION (TRAVERSE CITY MI)
MI
11/19/1989 - 03/24/2009
ROYAL ALLIANCE ASSOCIATES, INC. (TRAVESE CITY MI)
NA
11/20/1989 - 12/11/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/21/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 04/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1989
Series 24 - General Securities Principal Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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