Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denice? Claim Your ProfileDenice Robinson is an investment advisor representative at Hightower Advisors, LLC and has over 25 years of experience in the financial services industry. Denice has a wide range of experience with individuals, corporations, and charitable organizations. Denice holds Series 7, 8, 63, and 66 securities licenses and has held positions at several firms including Morgan Stanley, Private Client Services, LLC and Citigroup Global Markets Inc.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/31/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
KS
09/12/2016 - 12/31/2021
PRIVATE CLIENT SERVICES, LLC (Wichita KS)
KS
06/01/2009 - 09/19/2016
MORGAN STANLEY (WICHITA KS)
KS
07/03/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WICHITA KS)
KS
02/13/1996 - 07/24/2008
CITIGROUP GLOBAL MARKETS INC. (WICHITA KS)
BOTH
Issued 11/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Denice Robinson is the right advisor for you? Invested Better is here to help.
