Unclaimed
Dennis Whyte is a financial advisor with over 28 years of experience in the financial services industry. Dennis is a Certified Financial Planner™ professional who holds a Series 6, Series 7, and Series 66 securities license. Dennis is currently registered with Kestra Advisory Services, LLC, an investment advisor, and Kestra Investment Services, LLC, a broker-dealer, in various states. Dennis previously worked with ING Financial Partners, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Dennis specializes in providing financial advice to individuals, businesses, 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.
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
CO
04/20/2016 - Present
Kestra Advisory Services, LLC (Denver CO)
CO
02/26/1996 - 12/31/2007
ING FINANCIAL PARTNERS, INC. (DENVER CO)
MA
05/23/1994 - 01/06/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/23/1994 - 01/06/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dennis Whyte is the right advisor for you? Invested Better is here to help.