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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Whittaker is a financial advisor with Arvest Wealth Management and has been working in the industry since April 28, 2001. Dennis is registered with the state of Arkansas, Kansas, Missouri, Oklahoma, and Texas. Dennis's experience includes previous roles with Duncan-Williams, Inc., Arvest Asset Management, and Llama Company. Dennis holds the Series 7, Series 24, Series 63, and Series 87 licenses. Dennis is a Chartered Financial Analyst.
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
KS
10/31/2024 - Present
Arvest Wealth Management (OVERLAND PARK KS)
TN
08/05/2004 - 07/06/2006
DUNCAN-WILLIAMS, INC. (MEMPHIS TN)
TN
04/23/2002 - 12/13/2002
DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)
AR
04/18/2000 - 04/30/2002
ARVEST ASSET MANAGEMENT (ROGERS AR)
AR
01/25/1999 - 04/02/1999
LLAMA COMPANY (FAYETTEVILLE AR)
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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