Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Joseph Goldstrand is a financial advisor in Stockton, California with over 40 years of experience in the industry. Dennis is a Registered Representative of On Investment Management Co. and is also the owner of Goldstrand Planning Group. Dennis offers financial planning and investment advisory services to individuals, families, and businesses. Dennis is also a Registered Representative of Goldstrand Insurance Services and is an insurance agent with experience in life, disability, long-term, and health insurance. Dennis's main office is located at 2800 W. March Lane, Suite 326, Stockton, California 95219.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
CA
03/31/2022 - Present
ON Investment Management Co. (STOCKTON CA)
AZ
07/15/1994 - 08/27/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/03/1992 - 10/10/1994
SOARES FINANCIAL GROUP, INC.
NY
03/23/1990 - 12/31/1991
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
01/12/1988 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
10/20/1980 - 02/16/1988
EQUICO SECURITIES, INC.
NA
09/01/1978 - 02/16/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 06/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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