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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 Wayne Stavinoha is a financial advisor with over 25 years of experience in the industry. Dennis has a wide range of experience with investment advisory firms, including LPL Financial, H.D. Vest Investment Securities, Captrust and Wealth Covenant Group LLC. Dennis currently holds Series 6, 7, 24, 63 and SIE licenses. Dennis is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. He is a dedicated and knowledgeable professional who helps clients reach their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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ME
01/10/2025 - Present
Captrust (Sedgwick ME)
TX
09/07/2000 - 02/27/2018
LPL FINANCIAL LLC (HOUSTON TX)
TX
10/16/1996 - 09/12/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 10/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 02/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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