Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Culver is a financial advisor with Ameritas Advisory Services, LLC. Dennis has been in the financial industry for 7 years. Dennis is a registered investment advisor (IA) in California and has Series 7 and Series 66 securities licenses. Dennis works with individuals, families, and businesses to provide financial planning and investment advice. Dennis is also a registered representative with Ameritas Advisory Services, LLC. Dennis's firm has offices in Lincoln, Nebraska and San Ramon, California.
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.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (SAN RAMON CA)
CA
04/16/2020 - 06/30/2020
MUTUAL SECURITIES, INC. (San Ramon CA)
TX
03/22/2017 - 05/09/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (HOUSTON TX)
CA
11/10/2016 - 02/13/2017
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
CA
07/23/2015 - 10/20/2016
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
BOTH
Issued 11/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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