Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Weil is a financial advisor registered with Cetera Investment Advisers LLC. Dennis has been in the industry since 1978. Dennis is licensed to provide investment advice in Connecticut, Florida, Georgia, Missouri, New Jersey, New York, North Carolina and Virgin Islands. Dennis is also registered with FINRA. Dennis is a Chartered Financial Consultant and has experience in financial planning, pension consulting, educational seminars, and selection of other advisors.
EAST MEADOW, NY
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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NY
06/29/2023 - Present
Cetera Investment Advisers LLC (EAST MEADOW NY)
NY
02/15/2001 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (EAST MEADOW NY)
CT
06/07/1993 - 02/22/2001
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
09/01/1978 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 4/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/28/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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