Dennis Marinich (CRD# 1010011) is an Investment Advisor Representative working at Future Financial Wealth Management Group, LLC in Sarasota, FL and has over 42 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Future Financial Wealth Management Group, LLC | Cincinnati, OH | Jan 2018 - Current | 6 |
| Wells Fargo Advisors Financial Network, LLC | Montgomery, OH | May 2016 - Jan 2018 | 1 |
| Wells Fargo Advisors LLC | Cincinnati, OH | May 2009 - May 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1982 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1993 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- OH
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Total Assets Under Management171MILLIONS
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Total Number of Accounts671ACCOUNTS
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Average Account Value$255,343
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, IN, KY, NY, OH, TX
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