Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Donovan has been a financial advisor for over 27 years. Dennis is currently a Registered Representative and Investment Adviser Representative with Cetera Investment Advisers LLC, located in Warrenton, VA. Dennis was previously registered with Walnut Street Securities, Inc. and Nathan & Lewis Securities, Inc. Dennis has also been an independent insurance agent since 1996. Dennis' experience in the financial industry includes providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Dennis is dedicated to helping clients achieve their financial goals.
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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VA
06/29/2023 - Present
Cetera Investment Advisers LLC (WARRENTON VA)
VA
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WARRENTON VA)
NY
12/17/1999 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
12/15/1995 - 12/08/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
05/22/1995 - 09/08/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/22/1995 - 09/08/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/2/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 5/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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