Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dena? Claim Your ProfileDena Marie Weeks is a financial advisor with Raymond James Financial Services Advisors, Inc. Dena has been in the industry since 2012 and holds licenses for Series 6, 7, 24, 63 and 65. Dena also holds a license as an investment advisor representative in Mississippi. Previously, Dena worked at NEXT FINANCIAL GROUP, INC. Prior to entering the financial industry, Dena worked at BARFIELD, SALLEY & ASSOCIATES, PLLC as an associate and at GOLDEN HARVEST FINANCIAL SERVICES as an owner.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MS
11/17/2015 - Present
Raymond James Financial Services Advisors, Inc. (CLEVELAND MS)
MS
09/03/2012 - 11/05/2015
NEXT FINANCIAL GROUP, INC. (CLEVLAND MS)
IA
Issued 11/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dena Weeks is the right advisor for you? Invested Better is here to help.
