Dennis SurmanekCRD Number: 5240237
Current Firm: Wells Fargo Advisors Financial Network, LLC
Dennis Surmanek (CRD# 5240237) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Staten Island, NY and has over 14 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Hightower Advisors, LLC
|Wells Fargo Advisors Financial Network, LLC||Staten Island, NY||Nov 2016 - Current||5|
|Bank Of America, Na||Staten Island, NY||Feb 2010 - Nov 2016||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Staten Island, NY||Nov 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management79,617MILLIONS
Total Number of Accounts195,685ACCOUNTS
Average Account Value$406,863
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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