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 professional with over 40 years of experience in the industry. Dennis has a strong background in financial planning, investment advisory services, and insurance. Dennis has worked for several reputable firms including Phoenix Equity Planning Corporation, W.S. Griffith & Co., Inc., and North Ridge Securities Corp. He has been with Cetera Investment Advisers LLC since 2019, and has been an Investment Advisor Representative since 2023. Dennis holds the Series 1, SIE, Series 6TO, and Series 63 securities licenses.
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.
1
2
NY
11/20/2024 - 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 04/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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