Dennis CoralCRD Number: 4561718
Current Firm: Suntrust Investment Services, Inc.
Dennis Coral (CRD# 4561718) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Fort Lauderdale, FL and has over 14 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2014 - Current||3|
|Morgan Stanley Smith Barney||Aventura, FL||Jun 2009 - May 2014||4|
|Morgan Stanley & Company, Incorporated||Aventura, FL||Apr 2007 - May 2014||7|
|Morgan Stanley||Hallandale Beach, FL||Mar 2003 - Apr 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S65||NASAA Investment Advisors Law Examination||May 2003|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV