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Dennis Sherman Kite

Mischler Financial Group, Inc.

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About Dennis Sherman Kite

Dennis Kite is a financial advisor with Mischler Financial Group, Inc. located in Corona Del Mar, CA. Dennis has been in the securities industry since 1988. Dennis is registered with the state of California, Idaho, Illinois, Oregon, Texas and Wisconsin. Dennis has passed the Series 7, Series 52TO, Series 53, and Series 63 exams. Dennis is currently registered with Mischler Financial Group, Inc. Dennis has previously worked for GILFORD SECURITIES INCORPORATED, LIBERTY CAPITAL MARKETS, INC., and MCG PORTFOLIO MANAGEMENT CORP.

Firm Information

Dennis Kite is currently registered with Mischler Financial Group, Inc.. Mischler Financial Group, Inc. is a corporation formed in November 1994. It is registered with the SEC and in 48 states, providing financial services nationwide.

Not reported

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Dennis Kite’s Registration & Firm History

CA

07/23/1996 - Present

Mischler Financial Group, Inc. (CORONA DEL MAR CA)

NY

04/28/1995 - 07/23/1996

GILFORD SECURITIES INCORPORATED (NEW YORK NY)

NA

12/22/1988 - 05/15/1995

LIBERTY CAPITAL MARKETS, INC.

NA

02/23/1988 - 01/26/1989

MCG PORTFOLIO MANAGEMENT CORP.

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Licenses & Designations

BC

Issued 03/03/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/1985

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dennis Sherman Kite.
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