Unclaimed
Lester Walker Dennis is a financial advisor at Wells Fargo Advisors Financial Network, LLC, and has been in the industry since August 2002. Dennis is registered in 15 states and is active in both the broker-dealer and investment advisor business. Dennis has been a registered representative since 2002. Dennis has experience at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and BB&T Investment Services, Inc. Dennis has worked with a variety of client types, including individuals, corporations, and charitable organizations.
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.
Investment consulting services to institutional clients
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.
1
2
MD
07/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
06/06/2017 - 07/14/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNAPOLIS MD)
MD
09/17/2010 - 06/14/2017
WELLS FARGO CLEARING SERVICES, LLC (CROFTON MD)
MD
12/10/2003 - 09/17/2010
BB&T INVESTMENT SERVICES, INC. (EASTON MD)
NC
01/30/2003 - 10/16/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MN
06/26/2002 - 01/15/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/26/2002 - 01/15/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MD
03/28/2002 - 04/05/2002
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
BOTH
Issued 03/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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