Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Donnelly is a financial advisor with Cetera Investment Advisers LLC. Dennis has been in the financial industry since November 24, 2014 and has been registered with Cetera Investment Advisers LLC since June 29, 2023. Dennis is also registered with the state of Iowa. Dennis has worked with several other firms in the past, including First Allied Securities, Inc., Voya Financial Advisors, Inc., and Robert W. Baird & Co. Incorporated. Dennis has a combined state law examination and holds several other securities licenses. Dennis provides financial planning, pension consulting, and educational seminars. Dennis's clients are primarily high-net-worth individuals and corporations.
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.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
01/19/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
IA
01/06/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
08/19/2016 - 01/10/2020
BANCWEST INVESTMENT SERVICES, INC. (WEST DES MOINES IA)
IA
11/25/2014 - 08/31/2016
ROBERT W. BAIRD & CO. INCORPORATED (WEST DES MOINES IA)
BOTH
Issued 02/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dennis Donnelly is the right advisor for you? Invested Better is here to help.
