Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denice? Claim Your ProfileDenice Chun is a financial advisor with Stratos Wealth Partners, Ltd. Denice has been a registered representative for over 30 years and has a strong track record of success in the financial services industry. Denice is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Denice specializes in working with individuals, families, businesses, and charitable organizations. Denice is also a Certified Financial Planner (CFP®). She is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Denice holds the Series 6, 7, 26, 63, and 65 securities licenses. Denice is also licensed to sell insurance in California, Indiana, North Carolina, and Ohio. Denice is a graduate of Ohio State University.
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.
Percentage of assets under management with third party managers
1
2
OH
12/17/2018 - Present
Stratos Wealth Partners, Ltd. (Dublin OH)
CA
03/18/2004 - 02/10/2009
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
MN
07/17/1991 - 02/26/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 08/03/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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