Unclaimed
Thomas Dennig is a financial advisor who has been in the industry since 2000. Thomas is currently registered with Valic Financial Advisors, Inc. and has been with them since March 2007. Thomas is also registered with the state of Alabama, Colorado, Florida, Georgia, Indiana, Maryland, North Carolina, Pennsylvania, Texas, and Virginia. Thomas holds Series 6, 7TO, 63, and 65 licenses. Thomas offers financial planning services, including portfolio management for individuals and selection of other advisors. Thomas also recommends wrap accounts to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
1
2
FL
12/12/2021 - Present
Valic Financial Advisors, Inc. (TALLAHASSEE FL)
GA
08/22/2001 - 12/19/2006
ALLSTATE FINANCIAL SERVICES, LLC (NORCROSS GA)
VT
10/13/2000 - 06/28/2001
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 05/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Dennig is the right advisor for you? Invested Better is here to help.