Unclaimed
Dennis Fife is an investment advisor representative who has been in the industry for 29 years. Dennis is registered with Osaic Wealth, Inc. and Securities America, Inc., and has been actively licensed in the state of Washington since June 14, 2024. Dennis has also been actively licensed in the state of Texas since September 26, 2024. Dennis has experience providing financial advice and insurance products to individuals, corporations, and charitable organizations.
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
WA
06/14/2024 - Present
Osaic Wealth, Inc. (FEDERAL WAY WA)
WA
09/20/1996 - 06/14/2024
SECURITIES AMERICA, INC. (FEDERAL WAY WA)
GA
09/15/1994 - 06/17/1996
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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