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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 K Greenwood is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC, located in Andover, KS. Dennis has been in the industry since 1982 and has extensive experience in financial planning, portfolio management, and investment consulting. He holds the Series 3, 7, 10, 63, 65, and SIE licenses and has been registered with the Securities and Exchange Commission (SEC) as a registered investment advisor representative for over 20 years. Dennis is committed to providing personalized financial guidance to help clients achieve their financial goals. In addition to working with individuals, Dennis also provides investment consulting services to institutional clients through Innovative Wealth Strategies, LLC. Dennis is a dedicated professional who is committed to providing his clients with the highest level of service.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
08/29/2016 - Present
Wells Fargo Advisors Financial Network, LLC (ANDOVER KS)
KS
10/16/1995 - 02/01/2008
CITIGROUP GLOBAL MARKETS INC. (WICHITA KS)
NY
12/07/1993 - 10/20/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
04/05/1993 - 11/30/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/05/1993 - 11/30/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
08/28/1991 - 03/24/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/28/1991 - 03/24/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
09/29/1980 - 05/29/1990
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 01/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/08/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1996
Series 3 - National Commodity Futures Examination
BC
Issued 08/27/1991
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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