Unclaimed
Denika L Tokunaga is a financial advisor with LPL Financial LLC. Denika has been in the financial services industry since January 15, 2008. Denika is registered as a broker-dealer in California, Connecticut, Delaware, District of Columbia, Florida, Maryland, North Carolina, Oregon, and Virginia. Denika is also registered as an investment advisor representative in Maryland and Virginia. Denika provides a variety of financial services to individuals, families, and businesses. These services include financial planning, investment management, and retirement planning. Denika is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MD
11/07/2014 - Present
LPL Financial LLC (FULTON MD)
MD
01/16/2008 - 11/10/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Denika Tokunaga is the right advisor for you? Invested Better is here to help.