Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Kittrell has been in the financial services industry since 1998. Dennis is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2008. Prior to joining Wells Fargo Clearing Services, LLC, Dennis was affiliated with A. G. EDWARDS & SONS, INC. Dennis specializes in retirement planning, college savings, mutual funds and variable annuities. Dennis holds Series 7, Series 9, Series 10, Series 31, Series 63 and Series 65 licenses. Dennis also has a real estate investment property in Weimar, TX. Dennis is committed to providing his clients with the highest level of service and personalized advice.
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.
1
2
TX
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (AUSTIN TX)
TX
08/13/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (AUSTIN TX)
IA
Issued 03/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Dennis Kittrell is the right advisor for you? Invested Better is here to help.
