Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Ann Setzer is a financial professional with over 5 years of experience in the industry. Denise is a Registered Representative and Investment Advisor Representative with Financial Security Advisory Inc., where Denise provides financial advisory services to individuals, families, and businesses. Denise specializes in financial planning, portfolio management, and insurance sales. Denise holds multiple licenses and designations, including Series 63, 65, and 6TO, and SIE. Denise is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
08/30/2023 - Present
Financial Security Advisory Inc. (VIRGINIA BEACH VA)
IA
Issued 07/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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