Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark James Dennis is an investment advisor representative with Dimensional Fund Advisors LP, a firm based in Austin, TX. Mark has been in the industry since 2001 and holds licenses in all 50 states. Mark has a diverse range of experience having previously worked at Morgan Stanley & Co. Incorporated, Goldman, Sachs & Co., Scudder Distributors, Inc., Morgan Stanley DW Inc., and Bear, Stearns & Co. Inc. Mark specializes in portfolio management for individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/12/2011 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
IL
07/12/2007 - 04/13/2011
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
NY
07/01/2005 - 06/19/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
07/10/2003 - 06/15/2005
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
05/21/2001 - 05/19/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/30/2001 - 04/25/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
TX
10/19/2000 - 01/23/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 07/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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