Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dena? Claim Your ProfileDena Soule is a financial advisor with over 17 years of experience in the industry. Dena is currently registered with Integrated Investment Consultants, LLC in Bloomfield Hills, MI. Prior to this position, Dena worked at WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., and COMERICA SECURITIES. Dena has a wide range of experience working with individual investors, corporations, and charitable organizations. Dena is a highly experienced financial advisor with a proven track record of success. Dena is committed to providing her clients with the highest level of personalized service and financial guidance. Dena specializes in retirement planning, investment management, and estate planning. Dena is a valuable asset to any investor looking for experienced guidance.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Insurance compensation
1
2
MI
05/26/2015 - Present
Integrated Investment Consultants, LLC (BLOOMFIELD HILLS MI)
MI
01/01/2008 - 05/27/2015
WELLS FARGO ADVISORS, LLC (BIRMINGHAM MI)
MI
04/13/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLINTON TOWNSHIP MI)
MI
09/30/2002 - 02/26/2007
COMERICA SECURITIES (GROSSE POINTE WOODS MI)
BOTH
Issued 08/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/27/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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