Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise A. Lilien is an Investment Advisor Representative with Mariner Wealth, registered in 18 states including Arizona, California, Colorado, Florida, Idaho, Missouri, Montana, Nebraska, New Jersey, New Mexico, New York, Ohio, Oklahoma, Texas, Utah, Washington, and Wisconsin. Denise has been in the industry since 2021. Denise earned her Series 7TO and Series 63 securities licenses in 2021. Denise also holds a Series 66 license, which was earned in 2024. Previously, Denise worked with Charles Schwab & Co., Inc. in Phoenix, Arizona. Denise specializes in portfolio management for individuals, families, and businesses, as well as financial planning and pension consulting. Denise also provides family office services.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/01/2024 - Present
Mariner Wealth (Scottsdale AZ)
AZ
12/03/2021 - 05/16/2022
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 12/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Denise Lilien is the right advisor for you? Invested Better is here to help.
