Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dena? Claim Your ProfileDena McSherry is a registered representative with Planmember Securities Corp. Dena has over 20 years of experience in the financial services industry and holds Series 4, 7, 24, 53, and 66 licenses. Dena has worked for several firms, including Raymond James Financial Services, Inc., Veritrust Financial, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Waddell & Reed, Inc. Dena specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
03/16/2021 - Present
Planmember Securities Corp. (Riverside CA)
CA
04/05/2013 - 12/05/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (RIVERSIDE CA)
CA
04/18/2012 - 03/28/2013
VERITRUST FINANCIAL, LLC (REDLANDS CA)
CA
06/14/2010 - 11/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)
CA
05/29/2007 - 05/13/2010
CITIGROUP GLOBAL MARKETS INC. (RIVERSIDE CA)
CA
01/12/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (RIVERSIDE CA)
CA
12/18/2000 - 01/17/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (RIVERSIDE CA)
KS
01/02/2000 - 10/26/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 11/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/24/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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