Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Ross Oltorik is an investment advisor representative with World Investment Advisors, LLC. Dennis is a seasoned professional with over 30 years of experience in the financial industry. Dennis is registered in multiple states to provide investment advisory services and has a strong track record of success in helping clients reach their financial goals.
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
OH
07/26/2024 - Present
World Investment Advisors, LLC (BLUE ASH OH)
OH
09/27/2013 - 07/26/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Cincinnati OH)
OH
05/02/1996 - 09/30/2013
WELLS FARGO ADVISORS, LLC (CINCINNATI OH)
NY
01/20/1993 - 05/13/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1993
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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