Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Howard Dennis is a financial advisor with over 39 years of experience in the financial services industry. Stephen is currently registered with Ameritas Advisory Services, LLC and has been with the firm since November of 2021. Stephen has previously held positions with Carillon Investments, Inc., 1717 Capital Management Company, and Princor Financial Services Corporation. Stephen holds a Series 63 license and has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Stephen specializes in providing financial planning and investment advice to individuals, corporations, charitable organizations, and pension and profit sharing plans. Stephen is also a licensed insurance agent and sells fixed insurance products.
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.
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.
Solicitor fees
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (CINCINNATI OH)
OH
10/03/2001 - 06/30/2006
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
DE
02/07/1996 - 10/01/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
03/31/1983 - 02/28/1996
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 02/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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