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Denise Ann Monteforte

Ceros Financial Services, Inc.

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About Denise Ann Monteforte

Denise Monteforte is a financial professional with over 20 years of experience in the industry. Denise is currently registered with Ceros Financial Services, Inc. in New York, NY. Denise has been a registered representative of Ceros Financial Services, Inc. since 7/20/2022. Prior to that, Denise was employed by National Securities Corporation and Joseph Gunnar & Co. LLC. Denise holds the Series 11 exam.

Firm Information

Denise Monteforte is currently registered with Ceros Financial Services, Inc.. Ceros Financial Services, Inc. is a Corporation formed in September 1994. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the Securities and Exchange Commission. The firm has reported 3 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Denise Monteforte’s Registration & Firm History

NY

07/20/2022 - Present

Ceros Financial Services, Inc. (New York NY)

NY

06/27/2001 - 07/21/2022

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

NY

11/15/2000 - 06/18/2001

JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)

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Licenses & Designations

BC

Issued 11/14/2000

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Denise Ann Monteforte.
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