Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Williams-shannon is a financial advisor with over 20 years of experience in the industry. Denise currently works with Avantax Investment Services, Inc. Denise is registered with FINRA and holds Series 6, Series 63, and SIE licenses. Denise is registered to conduct business in Delaware, New Jersey, and Pennsylvania. Denise previously worked with PFS INVESTMENTS INC. in Duluth, GA.
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.
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.
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2
PA
12/02/1999 - Present
Avantax Investment Services, Inc. (HOLLAND PA)
GA
04/16/1998 - 12/03/1999
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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