Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Snowden Wilt is a financial advisor with over 27 years of experience in the financial industry. Dennis has worked with Morgan Stanley since June 2023. Prior to that, Dennis worked at WELLS FARGO CLEARING SERVICES, LLC for 20 years. Dennis is registered with the Securities and Exchange Commission and holds Series 6, 7, 24 and 63 licenses. Dennis is also a Certified Financial Planner. Dennis's specializations include investment advisory services, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VA
06/02/2023 - Present
Morgan Stanley (Williamsburg VA)
VA
09/03/2003 - 06/28/2023
WELLS FARGO CLEARING SERVICES, LLC (WILLIAMSBURG VA)
NC
10/26/1999 - 08/20/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
07/02/1998 - 10/18/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
11/28/1995 - 06/11/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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