Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Dennis is an investment advisor representative, registered with State Farm Investment Management Corp. in North Carolina, South Carolina and Virginia. Steven has been active in the industry since August 17, 2014. Steven holds a Series 6, Series 63 and Series 65 license. Steven is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Steven Dennis is the owner of Steven Dennis's Insurance Agency which provides insurance services for State Farm Mutual Automobile Insurance Company and its affiliates.
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.
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.
1
2
NC
10/23/2024 - Present
State Farm Investment Management Corp. (Reidsville NC)
IA
Issued 11/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Dennis is the right advisor for you? Invested Better is here to help.
