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 is a financial professional with over 27 years of experience in the financial services industry. Dennis is currently registered with Cetera Investment Advisers LLC, a firm that provides financial advice to individuals, corporations, and institutions. Dennis specializes in providing financial planning, investment management, and retirement planning services. Dennis has held previous positions at Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Ascend Financial Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Dennis holds licenses in both the brokerage and investment advisory industries and has a broad range of experience in the financial services industry.
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
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 12/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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