Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Schilling is a financial advisor with LPL Financial LLC, and has been in the industry since 1983. Dennis has extensive experience, having previously worked with firms like Robert W. Baird & Co. Incorporated, SunTrust Investment Services, Inc., and Wachovia Securities, LLC. Dennis is registered with the state of Tennessee as an investment advisor representative. Dennis is also registered with the state of Texas as an investment advisor representative on a resident basis.
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
TN
07/01/2016 - Present
LPL Financial LLC (NASHVILLE TN)
TN
01/30/2009 - 07/12/2010
ROBERT W. BAIRD & CO. INCORPORATED (NASHVILLE TN)
TN
06/30/2005 - 02/04/2009
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
GA
06/06/2003 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
MO
07/28/2000 - 06/18/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/18/1994 - 08/08/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
08/15/1990 - 05/10/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/18/1987 - 08/09/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
11/22/1983 - 01/11/1988
MORGAN KEEGAN & COMPANY, INC.
BOTH
Issued 01/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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