Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Bell is a financial advisor with over 30 years of experience in the industry. Dennis is registered with LPL Financial LLC and has held previous positions with firms such as E*TRADE SECURITIES LLC, Chase Investment Services Corp., and Edward Jones. Dennis provides a variety of financial services, including financial planning, portfolio management, and consulting. Dennis holds a Series 7, Series 24, Series 63, and Series 66 license and is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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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CA
07/23/2015 - Present
LPL Financial LLC (LA JOLLA CA)
CA
09/28/2012 - 08/17/2015
E*TRADE SECURITIES LLC (CUPERTINO CA)
CA
05/03/2010 - 10/16/2012
LPL FINANCIAL LLC (LA JOLLA CA)
CA
09/23/2009 - 05/11/2010
CHASE INVESTMENT SERVICES CORP. (RANCHO SANTA FE CA)
CA
01/22/2004 - 08/11/2009
E*TRADE SECURITIES LLC (SAN DIEGO CA)
CA
10/02/2002 - 01/02/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
08/17/2001 - 10/10/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MO
06/28/2000 - 08/16/2001
EDWARD JONES (ST. LOUIS MO)
TX
07/20/1998 - 06/28/2000
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
AZ
02/27/1998 - 07/17/1998
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
WI
11/18/1988 - 03/04/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
11/18/1988 - 03/04/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
01/14/1987 - 02/08/1989
PRUCO SECURITIES CORPORATION
BOTH
Issued 10/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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