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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 Wee is a registered investment advisor representative. Dennis Wee is associated with Westmount Partners, LLC in LOS ANGELES, CA. Dennis Wee has been in the industry since February 2008. Dennis Wee has passed the Uniform Investment Adviser Law Examination. Dennis Wee is registered with the state of California. Westmount Partners, LLC provides services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, pooled investment vehicles, and other investment advisers.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
11/09/2011 - Present
Westmount Partners, LLC (LOS ANGELES CA)
IA
Issued 12/08/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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