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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Walter Bielik is a financial advisor with HUB Investment Partners, LLC. Dennis has been working in the financial services industry since 2012 and has a strong background in investment management and financial planning. Dennis has earned the Certified Financial Planner designation. Dennis specializes in providing financial advice to individuals, corporations, charitable organizations, state and municipal government entities.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/04/2022 - Present
HUB Investment Partners, LLC (Austin TX)
TX
06/13/2016 - 02/02/2018
CHARLES SCHWAB & CO., INC. (Austin TX)
MO
09/29/2015 - 03/03/2016
LPL FINANCIAL LLC (CREVE COEUR MO)
MO
06/11/2014 - 08/07/2015
SCOTTRADE, INC. (ST. LOUIS MO)
TX
01/04/2012 - 06/02/2014
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 05/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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