Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Michael Erisman is a financial professional with over 23 years of experience in the industry. Dennis has a wide range of experience, having worked at firms like Edward Jones, Woodbury Financial Services, Inc., and FSC Securities Corporation. Dennis currently works at Osaic Wealth, Inc. and is registered with the state of Arizona. Dennis is a Series 7, Series 24, and Series 63 licensed professional.
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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AZ
05/27/2015 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/20/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/20/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
05/27/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/27/2015 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/27/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NJ
12/16/2015 - 05/05/2016
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
TX
12/16/2015 - 03/10/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
AZ
11/01/2013 - 05/12/2015
NATIONWIDE SECURITIES, LLC (MESA AZ)
OR
09/22/2003 - 12/31/2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PORTLAND OR)
MO
03/01/2000 - 09/24/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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