Dennis Harrelson (CRD# 1042284) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Myers, FL and has over 26 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Omni Real Estate Investment Services | Ft Myers, FL | Jun 2005 - Current | 18 |
| The Continuing Education Academy | Ft Myers, FL | Oct 2004 - Current | 19 |
| Omni Resource Group | Ft Myers, FL | Jul 2001 - Current | 22 |
| Omni Financial Services, Inc. | Ft. Myers, FL | Jan 2001 - Current | 23 |
| Harrelson Holding Inc. | Ft Myers, FL | Jun 1983 - Current | 40 |
| Securian Financial Services, Inc. | St. Paul, MN | Jul 1985 - Aug 2023 | 38 |
| Minnesota Life | St. Paul, MN | Jun 1980 - Aug 2023 | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
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
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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