Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Winkelman is a financial advisor with Fidelity Personal And Workplace Advisors. Denise has been working in the financial services industry since 2008. Denise is registered to provide investment advice in 52 states and holds several industry licenses, including Series 7, 6, 9, 10, 63 and 66. Denise has a broad range of experience providing financial planning, portfolio management and educational seminars to individual investors and businesses.
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.
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.
1
2
UT
07/19/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
05/29/2020 - 02/16/2021
FARMERS FINANCIAL SOLUTIONS, LLC (Agoura Hills CA)
CO
01/01/2008 - 03/02/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
KY
01/18/2008 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BOTH
Issued 12/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/26/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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