Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Grinestaff is a financial advisor with over 20 years of experience in the financial services industry. Dennis has worked at various financial institutions including First Union Securities, Inc., MONY Securities Corporation, UVEST Financial Services Group, Inc., and currently at LPL Financial LLC. Dennis is registered with the state of Maryland as a Registered Representative (RA) and Investment Advisor Representative. Dennis is also registered with the state of California, Colorado, Delaware, Florida, Georgia, Kansas, Maryland, North Carolina, Pennsylvania, South Carolina, and Virginia. Dennis is a Series 7, Series 24, Series 63, and Series 65 licensed professional.
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.
Consulting and other non-discretionary advisory services
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.
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2
MD
01/30/2009 - Present
LPL Financial LLC (SALISBURY MD)
MD
03/07/2005 - 12/19/2008
UVEST FINANCIAL SERVICES GROUP, INC. (BALTIMORE MD)
NY
03/04/2002 - 03/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
MO
10/01/1999 - 05/17/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/18/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 06/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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