Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Neal Mainard is a financial advisor with over 38 years of experience in the industry. Dennis is currently registered with Osaic Wealth, Inc. and has been a Certified Financial Planner since 2018. Dennis has held previous positions with Woodbury Financial Services, Inc., Mutual Service Corporation, Titan/Value Equities Group, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, Financial Network Investment Corporation, and Value Equities Corporation. Dennis provides financial planning services to a range of clients, including high-net-worth individuals, businesses, and retirement plans.
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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2
TX
01/19/2024 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
TX
10/29/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
CA
03/31/1999 - 11/16/2007
MUTUAL SERVICE CORPORATION (SAN DIEGO CA)
CA
01/04/1995 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MN
07/29/1991 - 01/16/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/1991 - 01/16/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
04/11/1990 - 07/23/1991
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
11/07/1989 - 04/17/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
04/23/1985 - 11/07/1989
VALUE EQUITIES CORPORATION
BC
Issued 06/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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