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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Michael Gurtz is an active financial advisor with over 39 years of experience in the industry. Dennis is a Registered Representative and Investment Advisor Representative with Ameriprise Financial Services, LLC. Dennis is licensed to conduct business in District of Columbia, Maryland, Massachusetts, and Virginia. Dennis has previously worked at IDS LIFE INSURANCE COMPANY, FINANCIAL NETWORK INVESTMENT CORPORATION, COOPERATIVE FINANCIAL PLANNERS, LTD., and UNIVERSITY SECURITIES CORPORATION. Dennis holds the Series 7, Series 24, Series 63, and Series 65 licenses. Dennis's areas of expertise include financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MD
11/19/1990 - Present
Ameriprise Financial Services, LLC (Bethesda MD)
MN
07/26/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
09/02/1983 - 08/01/1989
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
06/03/1986 - 06/01/1988
COOPERATIVE FINANCIAL PLANNERS, LTD.
NA
11/24/1982 - 09/15/1983
UNIVERSITY SECURITIES CORPORATION
IA
Issued 07/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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