Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Christopher Dennis is a registered representative with Lincoln Douglas Investments, LLC and has been in the industry since October 20, 2001. Stephen has a strong background in securities and investment products, having held previous positions with Wunderlich Securities, Inc. and Capital Securities of America, Inc.. Stephen's specialties include financial planning and portfolio management for individuals.
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.
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.
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2
OH
01/25/2012 - Present
Lincoln Douglas Investments, LLC (MT. VERNON OH)
OH
03/01/2007 - 06/24/2011
WUNDERLICH SECURITIES, INC. (MT. VERNON OH)
OH
10/03/2001 - 03/01/2007
CAPITAL SECURITIES OF AMERICA, INC. (MT. VERNON OH)
BC
Issued 12/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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