Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Blevins is a registered investment advisor representative with Osaic Institutions, Inc. Denise has over 20 years of experience in the financial services industry, starting her career in 2003. Denise has held positions with Fifth Third Securities, Inc., NatCity Investments, Inc., BANC ONE SECURITIES CORPORATION, LPL FINANCIAL LLC, and THE HUNTINGTON INVESTMENT COMPANY. Denise is currently licensed to provide financial advice in Arizona, California, Florida, Nevada, Ohio, and Texas. Denise also has a Series 6, Series 7, Series 63, and Series 65 licenses. Denise provides financial planning, portfolio management, and educational seminars for individuals 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.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
OH
01/16/2018 - Present
Osaic Institutions, Inc. (Canton OH)
OH
02/01/2017 - 01/17/2018
THE HUNTINGTON INVESTMENT COMPANY (UNIONTOWN OH)
OH
04/30/2014 - 02/01/2017
LPL FINANCIAL LLC (UNIONTOWN OH)
OH
11/08/2007 - 05/02/2014
FIFTH THIRD SECURITIES, INC. (NORTH CANTON OH)
OH
03/09/2004 - 10/15/2007
NATCITY INVESTMENTS, INC. (NORTH CANTON OH)
IL
10/15/2003 - 04/08/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 05/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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