Dennis Juvan, financial advisor Ravenna OH

Dennis Juvan

CRD Number: 1995814
Current Firm: Osaic Institutions, Inc.

Dennis Juvan (CRD# 1995814) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ravenna, OH and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Portage Community Bank Ravenna, OH Mar 2006 - Current 18
Infinex Investments, Inc. Ravenna, OH Mar 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
Contact Info for Dennis P. Juvan
Phone Number: 203-599-6000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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