ADVISOR BIO

Dennis Morita is a registered Investment Advisor Representative with Cetera Investment Advisers LLC in Lodi, California. Dennis has been in the financial services industry since 2000 and holds a CPA designation. He is registered with the state of California and provides financial planning and investment management services to individuals, corporations, and other businesses. Dennis also has experience in pension consulting and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Dennis Oconnell is a financial advisor at J.P. Morgan Securities LLC. Dennis has been in the financial services industry since 2001. Dennis's current registrations include Series 63 and Series 66 for the state of California and Series 66 for the state of Texas. Dennis also holds Series 7, Series 10, Series 9, Series 4, Series 24, and SIE licenses. J.P. Morgan Securities LLC manages more than $50 billion in assets for over 262,000 clients. The firm's services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Dennis Kalinin is a financial advisor with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. Dennis has been in the industry since April 2010 and holds a Series 7 and Series 66 securities license. Dennis is also a Certified Financial Planner. Dennis has experience working at Chase Investment Services Corp. and UnionBanc Investment Services, LLC in addition to the current firm. Dennis provides financial planning, portfolio management and selection of other advisers. Dennis's office is located in HUNTINGTON BEACH, CA. Dennis has been registered with the State of California since 2012. Dennis has a strong track record of providing financial advice to individuals, corporations, and high-net-worth clients. Dennis is a valuable resource for those seeking to achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Dennis Cirbo is a registered representative of Madison Avenue Securities, LLC, a firm based in San Diego, CA. Dennis has over 40 years of experience in the financial services industry, having started in 1980. Dennis's experience spans several firms, including ProEquities, Inc., The O.N. Equity Sales Company, and SMA Equities, Inc. Dennis holds a Series 6, Series 22, Series 63 and SIE licenses. Dennis has a strong background in financial planning, portfolio management for individuals and businesses, and pension consulting. In addition, Dennis is a Certified Financial Wellness Educator (CFWE) for the Financial Wellness Foundation. Dennis is currently registered with the states of Arizona, California, Colorado, Florida, Illinois, Iowa, Kansas, Pennsylvania, Texas and Washington, as well as with FINRA.

SPECIALIZATIONS

ADVISOR BIO

Dennis Lott is a financial advisor registered with LPL Financial LLC. Dennis has been working in the financial services industry since 2014 and holds licenses for securities and investment advice. Dennis specializes in providing financial planning and investment advice for both individuals and businesses. Dennis has experience in both variable and non-variable insurance and offers consulting and other non-discretionary advisory services.

SPECIALIZATIONS

ADVISOR BIO

Dennis Bruce Nagdeman is a financial advisor with Morgan Stanley. Dennis has been in the financial industry since 1983. Dennis holds several licenses and registrations, including Series 7, Series 3, Series 63, and Series 65. Dennis is registered with Morgan Stanley in California, Illinois, Texas, and Utah. Prior to working at Morgan Stanley, Dennis was employed by CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Dennis has experience in investment advisory services, portfolio management, and financial planning.

SPECIALIZATIONS

ADVISOR BIO

Dennis Michael Doyel is a financial professional with over 30 years of experience in the industry. Dennis is currently registered as a Registered Representative with D.a. Davidson & Co. and is actively licensed in 39 states. Dennis has been with D.a. Davidson & Co. since November 2013 and has prior experience at CROWELL, WEEDON & CO.. Dennis offers a wide range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Dennis Notchick is a financial advisor with Stratos Wealth Advisors LLC. He is a Certified Financial Planner and holds Series 3, 7, and 63 licenses. Dennis has experience with several firms including Altegris Investments, Inc. and Sanford C. Bernstein & Co., LLC. Dennis is registered to provide investment advisory services in California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Dennis Michael Magaldi is a registered investment advisor representative with Western International Securities, Inc. in Irvine, California. Dennis has been in the securities industry since 2004 and has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. Dennis is committed to helping clients achieve their financial goals through personalized financial planning and investment management services.

SPECIALIZATIONS

ADVISOR BIO

Dennis Shu is a financial advisor with Perennial Financial Services. Dennis has been in the industry since 2011 and is registered with the state of California. Dennis holds the Series 7 and Series 66 licenses. Dennis is also a Certified Financial Planner. Perennial Financial Services is an independent investment advisor firm that specializes in financial planning, portfolio management, and pension consulting. The firm is separate from and independent of LPL Financial. The firm has 28 licensed agents and 32 investment advisor representatives. Perennial Financial Services is a member of FINRA and SIPC.

SPECIALIZATIONS