Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Donahue has been working in the financial services industry since 2003 and is currently registered with Raymond James & Associates, Inc. Denise has a long history of working in the industry, having previously worked with Morgan Stanley, Citigroup Global Markets Inc., and UBS Financial Services Inc. Denise is a licensed securities professional and has a wide range of experience in financial planning, portfolio management, and other investment-related services. Denise provides a comprehensive range of investment services to a wide range of clients, including individuals, families, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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
NJ
02/02/2017 - Present
Raymond James & Associates, Inc. (MOUNT LAUREL NJ)
NJ
06/01/2009 - 01/31/2017
MORGAN STANLEY (MT. LAUREL NJ)
NJ
11/15/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
NJ
09/27/2006 - 11/21/2007
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
NJ
11/18/2003 - 11/26/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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