Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deneen? Claim Your ProfileDeneen Marie Morgia is a financial advisor with over 20 years of experience in the industry. Deneen is currently registered with Level Four Advisory Services, LLC, and has held previous roles with Truist Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Northern Trust Securities, Inc., and Banc of America Investment Services, Inc.. Deneen is a CERTIFIED FINANCIAL PLANNER™ professional. Deneen is also a board member for the Epilepsy Alliance Florida. Deneen has a broad range of experience and can provide financial advice and services to individuals, families, 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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
FL
02/14/2023 - Present
Level Four Advisory Services (PALM BEACH GARDENS FL)
FL
08/28/2006 - 01/25/2023
TRUIST INVESTMENT SERVICES, INC. (PALM BEACH FL)
FL
06/06/2005 - 08/16/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTON FL)
IL
08/13/2003 - 05/17/2005
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
MA
07/16/2001 - 06/11/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 07/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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