dennis prost

investment advisor representative

About

I strive to maximize client's gains and minimize losses. I enjoy long distance bicycling on both double and triple tandems and exploring the US with my family. My wife and children make everything worthwhile. Specialties: Professional Money Management, Group Health Insurance, Tax-Free & Tax-Deferred Investments, Certificates of Deposits, Educational Funding, Retirement Planning, Stocks, Annuities, Mutual Funds, 401k Rollovers, Life insurance

Country

united states

City

rochester

Industry

financial services

Skill

retirement planning, mutual funds, investments, strategic financial planning, finance, retirement, financial planners, life insurance, portfolio management, long term care insurance, 401k, securities, financial services, disability insurance, employee benefits, 401k rollovers, insurance, personal finance, iras, etfs, bonds, certified financial planner, wealth management, estate planning, financial analysis, financial advisory, wealth, finra, equities, whole life, investment strategies, investment advisory, fixed annuities, series 7, high net worth individuals, pensions, alternative investments, universal life, health insurance, term life insurance, asset management, asset allocation, risk management, medicare, financial planning

Experience

nursing home administrator

medilodge of romeo

1987-1 - 1989-4 · 2 yrs 4 mos

investment advisor representative

pvg asset management corp.

2020-2 - Present · 6 yrs 8 mos

registered representative

equitable life insurance company aka axa

1989-9 - 1993-12 · 4 yrs 4 mos

certified financial planner , registered representative

mariner financial

1993-12 - 1997-5 · 3 yrs 6 mos

Personal Financial Advisor to individuals

adjunct professor

oakland university

2014-1 - 2015-12 · 2 yrs

Teach investments for The College of Financial Planning

investment advisor

harvest investment services, llc

2014-1 - Present · 12 yrs 9 mos

Comprehensive financial planning; review current portfolios and make recommendations. Includes estate, college and retirement planning. Will also review life, disability, health and long-term care insurance needs. I am mainly a fee-based investment advisor. I use trigger points to enter and exit positions within portfolios. These triggers include 5 and 13-day Moving Averages, MACD, Bollinger Bands, Stochastic, and Money Flow. Advisory Services offered through Harvest Investment Services, LLC. a Registered Investment Advisor. Registered Representative of ProEquities, Inc., a Registered Broker Dealer, Member FINRA & SIPC. Strategic Funding Inc. and Harvest Investment Services, LLC. are independent of ProEquities, Inc. I am licensed to sell securities in CA, IL, MI and OH.

certified financial planned , registered representative , investment advisor representative

proequities, inc.

1997-5 - Present · 29 yrs 5 mos

I have been sucessfully managing porfolios for 25 years. Additionally, I offer college, estate, retirement, and tax planning. I am mainly a fee-based investment advisor. Advisory Services offered through Harvest Investment Services, LLC. a Registered Investment Advisor. Registered Representative of ProEquities, Inc., a Registered Broker Dealer, Member FINRA & SIPC. Strategic Funding Inc. and Harvest Investment Services, LLC. are independent of ProEquities, Inc.