Years of Experience
5-20+ Years
PASADENA, CA
31 Years Experience
0 Disclosures
ADVISOR BIO
Dennis McGowan is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Dennis McGowan is also registered in other states including California, Colorado, and Florida. Dennis McGowan has been in the financial services industry since March 8, 1994. Dennis McGowan is a Series 7, Series 31, Series 63, and Series 65 licensed professional. Dennis McGowan also holds the SIE designation. Dennis McGowan has been with Merrill Lynch since 1994. Dennis McGowan is a registered representative with Merrill Lynch.
SPECIALIZATIONS
Newport Beach, CA
52 Years Experience
8 Disclosures
ADVISOR BIO
Dennis Mitchell Schwary is a financial advisor with over 49 years of experience in the industry. Dennis is currently registered with Morgan Stanley and has been with the firm since June 2009. Previously, Dennis was registered with CITIGROUP GLOBAL MARKETS INC. from July 1993 to June 2009. Dennis has Series 7TO, SIE, Series 5, PC and Series 1 licenses. Dennis holds registrations in 45 states for both Broker/Dealer and Investment Advisor services. Dennis has a long history of working with a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, and investment companies. Dennis offers a variety of financial services, including financial planning, portfolio management, and investment advice.
SPECIALIZATIONS
REDWOOD CITY, CA
52 Years Experience
0 Disclosures
ADVISOR BIO
Dennis Pettinelli has been in the financial services industry since 1973 and is currently registered with Stratos Wealth Partners, Ltd. in Redwood City, California. Dennis has a variety of designations and licenses including the Series 63, Series 65, Series 51, Series 24, Series 7TO, Series 6TO and SIE. Dennis provides financial planning, pension consulting, portfolio management and educational seminars to individuals, corporations and charitable organizations. Dennis is committed to providing his clients with the highest level of service and personalized attention.
SPECIALIZATIONS
RIVERSIDE, CA
26 Years Experience
0 Disclosures
ADVISOR BIO
Dennis Egizi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Dennis has been a financial advisor for over 24 years and has a wide range of experience in the industry. Dennis holds Series 7, 31, 63, and 65 licenses and is registered to provide investment advice in several states. Dennis is committed to providing clients with personalized financial advice and strategies that are tailored to their individual needs.
SPECIALIZATIONS
MANHATTAN BEACH, CA
18 Years Experience
1 Disclosures
ADVISOR BIO
Dennis Munsayac Ortiz-luis is a financial advisor with LPL Financial LLC. Dennis is a licensed and registered financial advisor in California and Texas. Dennis has been in the financial services industry since April 25, 2007. Previously, Dennis was employed by Raymond James Financial Services, Inc., Waddell & Reed, RBC Dain Rauscher Inc., Lehman Brothers Inc. and Bear, Stearns & Co. Inc.. Dennis holds the Series 63, 66, 7 and SIE licenses. Dennis has experience in financial planning, portfolio management for individuals and businesses, and pension consulting.
SPECIALIZATIONS
OXNARD, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
Dennis Morris is a financial professional with over 20 years of experience in the industry. Dennis currently holds the Series 6, Series 63 and SIE licenses and is registered in 10 states. Dennis's clients include individuals, corporations, and pension and profit-sharing plans. Dennis is currently affiliated with M Holdings Securities, Inc. and has previously been affiliated with TBG FINANCIAL. M Holdings Securities, Inc. is a full-service investment firm that provides financial planning, portfolio management, and other services. Dennis specializes in providing financial advice to individuals and businesses.
SPECIALIZATIONS
Folsom, CA
40 Years Experience
1 Disclosures
ADVISOR BIO
Dennis Darrel Dachtler has been in the financial services industry since 1985. Dennis is currently registered with Calton & Associates, Inc., a firm headquartered in Tampa, Florida. Dennis has prior experience with Ameritas Investment Corp., Brecek & Young Advisors, Inc., American Investors Company, Fahnestock & Co., Inc., B.C. Christopher Securities Co., and Southmark Financial Services, Inc. Dennis is a licensed insurance agent with a variety of life, health, and long term care insurance products and services. Dennis offers a variety of advisory services for individuals, businesses, and pension plans.
SPECIALIZATIONS
PASADENA, CA
33 Years Experience
0 Disclosures
ADVISOR BIO
Dennis Michael Franklin is a financial advisor with Wells Fargo Clearing Services, LLC, located in Pasadena, CA. He has been a registered representative since 1986 and holds several licenses, including Series 3, 7, 63, and 65, and the SIE exam. Dennis has experience with a variety of investment strategies and specializes in working with individual investors, businesses, high-net-worth individuals, and retirement plans. He also offers financial planning and investment consulting services. Dennis is a Certified Financial Planner and has worked in the financial services industry for over 30 years. He is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
SANTA BARBARA, CA
39 Years Experience
0 Disclosures
ADVISOR BIO
Dennis Boneck is a financial advisor with over 38 years of experience in the industry. Dennis William Boneck is currently registered with Stifel, Nicolaus & Company, Inc. in California and several other states. Dennis previously worked for UBS Financial Services Inc. for over 14 years. Prior to that, Dennis was with Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Dennis has a wide range of experience, including financial planning, pension consulting, and portfolio management for individuals and businesses. Dennis is also a commodore of the Santa Barbara Yacht Club. Dennis's specializations include financial planning, portfolio management, and retirement planning.
SPECIALIZATIONS
Claremont, CA
37 Years Experience
0 Disclosures
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