Unclaimed
Dennis Chamberlain is an investment advisor representative with Dimensional Fund Advisors LP in Austin, Texas. Dennis has been in the financial services industry since 1995. Dennis is registered with 49 states as a Broker-Dealer and 1 state as an Investment Advisor. Dennis specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
03/07/2012 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
CT
09/15/2010 - 10/21/2010
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
PA
02/04/2009 - 09/15/2010
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
05/26/2008 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NY
06/25/2002 - 12/18/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/12/1999 - 06/14/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/15/1995 - 03/09/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/25/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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