Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Samuel Kersten is a financial advisor with over 40 years of experience in the industry. Dennis currently works with LPL Financial LLC, a firm with over $50 billion in assets under management. Dennis holds a Series 7, Series 24, and Series 63 license, among others. The focus of Dennis's business is on providing financial advice and consulting to individuals, high-net-worth clients, corporations, and charitable organizations. Dennis also manages investment portfolios for individuals and businesses. Dennis is registered with the state of Ohio and Texas and is a member of FINRA.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
07/24/2007 - Present
LPL Financial LLC (PERRYSBURG OH)
FL
04/01/1991 - 03/24/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
06/14/1977 - 04/01/1991
PW SECURITIES, INC.
BC
Issued 03/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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