Unclaimed
Dennis John Ibold is an investment advisor representative at Centaurus Financial, Inc., and has been in the industry since 2004. Dennis Ibold has been registered with the Securities and Exchange Commission since 2009 and is currently registered in Nebraska and Ohio. Prior to working at Centaurus Financial, Inc., Dennis Ibold was registered with LPL Financial LLC and Wells Fargo Advisors, LLC. Dennis Ibold has passed the Series 66, Series 7 and SIE exams. Dennis Ibold provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
OH
03/22/2016 - Present
Centaurus Financial, Inc. (CHARDON OH)
OH
06/26/2009 - 03/18/2016
LPL FINANCIAL LLC (CHARDON OH)
OH
01/01/2008 - 07/10/2009
WELLS FARGO ADVISORS, LLC (CHARDON OH)
OH
07/16/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHARDON OH)
BOTH
Issued 08/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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