Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Packard is a financial advisor currently registered with Edelman Financial Engines in Oklahoma City, OK. Dennis has been in the financial industry for over 23 years, holding previous positions with NOESIS CAPITAL CORP., CAMBRIDGE INVESTMENT RESEARCH, INC., and TD WATERHOUSE INVESTOR SERVICES, INC. Dennis specializes in providing financial planning and portfolio management for individuals and businesses. He has earned the Certified Financial Planner designation and is registered to offer investment advisory services in Oklahoma and Texas.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OK
09/08/2023 - Present
Edelman Financial Engines (OKLAHOMA CITY OK)
FL
01/09/2007 - 09/10/2010
NOESIS CAPITAL CORP. (MIAMI FL)
OK
03/02/2006 - 12/31/2006
CAMBRIDGE INVESTMENT RESEARCH, INC. (OKLAMOMA CITY OK)
NE
07/14/1999 - 02/01/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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