Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Doble is a financial advisor with over 20 years of experience in the industry. Dennis is currently registered with Newedge Advisors and is also a Certified Financial Planner. Dennis has previously been registered with firms like Commonwealth Financial Network, New England Securities, Winslow, Evans & Crocker, Inc., and Goldman, Sachs & Co.. Dennis specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Dennis provides services to clients located primarily in Massachusetts and New Orleans.
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.
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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MA
10/04/2023 - Present
Newedge Advisors (Burlington MA)
MA
02/26/2010 - 09/29/2023
COMMONWEALTH FINANCIAL NETWORK (BURLINGTON MA)
MA
01/03/2005 - 03/05/2010
NEW ENGLAND SECURITIES (BOSTON MA)
MA
12/19/2003 - 12/09/2004
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
12/17/2001 - 12/16/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
01/26/2001 - 03/30/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 12/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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