Dennis James Mattern

I'm a Financial Adviser & Broker

With over 20 years experience working as a financial consultant, Digital Assets Manager/Stockbroker and investment advisor for some of the top trading firms in Wall Street.

Hello! I'm DENNIS JAMES MATTERN.

I believe knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

My Services

INVESTMENT ADVISER

As your personal investment adviser, I bring years of expertise to help you navigate the complexities of the financial markets. My approach is centered on understanding your unique financial goals and providing tailored advice on securities that suit your individual needs. Whether it's building a robust investment portfolio or crafting a detailed financial plan, I am here to offer personalized support every step of the way. Let's work together to grow your wealth and secure your financial future.

DIGITAL CURRENCY TRADING

In the dynamic landscape of digital currency trading, having the right guidance can make all the difference. As your dedicated mentor, I am committed to your education and success. I provide curated educational resources and the latest market insights to help you understand the nuances of digital currencies. With my personalized daily crypto signals, you'll have the tools to make informed trades and maximize your returns. Let's demystify the crypto world together and turn your trading aspirations into reality.

FINANCIAL CONSULTING

Your financial well-being is my priority. In our financial consulting sessions, I take the time to thoroughly understand your unique circumstances and goals. Together, we'll analyze your current financial situation and create a customized plan that aligns with your aspirations, whether you're planning for retirement or striving for financial independence. My commitment is to provide clear, actionable advice that empowers you to take control of your financial future. Let's embark on this journey together, paving the way to achieving your dreams.

Available To Guide You

We are ready to provide expert guidance and support.

My Clients

See What Our Happy Clients says

"Started off with Dennis in 2021 and I have been able to pay off my mortgage. So far, I have acquired 2 houses and a land in Michigan. I couldn't be more grateful"

- Amanda Lee

"With no prior knowledge of technical and fundamental analysis, I've been able to leverage on Wesley's copy trading strategies to grow my portfolio beyond his predicted expectations"

- Gerrard White

"Best Financial Decision I made for myself and family. Saved me from a divorce"

- Lucas March

"I was diagnosed with cancer and trading became therapy for me. I'm super excited that even if I die today, I would have created enough wealth for my family to never go in debt"

- Paquete Santos

My Resume

List of my experience and examinations

Experience

CREATIVEONE SECURITIES, LLC (CRD# 152974)
Broker & Investment Adviser
2014 - Present
WELLS FARGO ADVISORS, LLC (CRD# 19616)
Broker & Investment Adviser
2008 - 2014
USALLIANZ SECURITIES, INC. (CRD# 40875)
Broker
2000 - 2005

EXAMINATIONS

State Securities Law Exam
Series 66 - Uniform Combined State Law Examination
Oct 23, 2008
State Securities Law Exam
Series 63 - Uniform Securities Agent State Law Examination
Sep 13, 2000
General Industry/Products Exam
SIE - Securities Industry Essentials Examination
Sep 30, 2018
General Industry/Products Exam
Series 7 - General Securities Representative Examination
Oct 9, 2008
General Industry/Products Exam
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Sep 12, 2000

Contact Us

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Call Us On

+1 763 310 1703

Email Us At

contact@dennisjamesmattern.com