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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 Joseph Demuth is an investment advisor representative with Osaic Wealth, Inc. based in Salem, NH. Dennis has over 25 years of experience in the financial services industry. Dennis is a CERTIFIED FINANCIAL PLANNER™ professional. Dennis specializes in providing financial planning, portfolio management, and insurance services. He also provides tax return preparation services through VL Accounting Services. Dennis is registered to provide investment advisory services in Florida, Massachusetts, and New Hampshire.
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
NH
09/01/2023 - Present
Osaic Wealth, Inc. (SALEM NH)
MA
11/24/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DRACUT MA)
NH
11/21/2008 - 12/08/2014
AMERIPRISE FINANCIAL SERVICES, INC. (BEDFORD NH)
MA
03/25/2002 - 12/08/2008
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
NY
11/05/1996 - 04/23/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/19/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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