Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deni? Claim Your ProfileDeni Dufault is a financial advisor with over 30 years of experience in the industry. Deni is a registered representative of Cetera Investment Advisers LLC and has a strong track record of providing financial planning and portfolio management services to individuals and businesses. Deni has also worked as a fixed insurance agent and holds the Chartered Financial Consultant designation. Deni currently serves clients from Cetera Investment Advisers LLC's Glen, NH branch office.
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.
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NH
03/21/2024 - Present
Cetera Investment Advisers LLC (GLEN NH)
NH
02/07/1995 - 10/03/2016
INVESTORS CAPITAL CORP. (GLEN NH)
IN
04/07/1992 - 02/08/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 4/7/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/6/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 7/12/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/4/1999
Series 7 - General Securities Representative Examination
BC
Issued 7/25/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 4/6/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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