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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Ann Vecchione is a financial advisor who has been in the industry since 1993. Denise is registered with Gladstone Wealth Partners, a firm with offices in Palm Beach Gardens, Florida and Bedminster, New Jersey. Denise is also registered as an Investment Advisor Representative in New Jersey. Prior to joining Gladstone Wealth Partners, Denise worked for Ameriprise Financial Services, LLC, UBS Financial Services Inc., Jefferies & Company, Inc., Bear, Stearns & Co. Inc., Prudential Securities Incorporated, Warburg Dillon Read LLC, SBC Warburg Dillon Read Inc., Oppenheimer & Co., Inc., Ladenburg, Thalmann & Co., Inc., Robert M. Cohen & Co., Inc., and J. Gregory & Company, Inc. Denise specializes in working with high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Denise's experience includes providing financial planning, portfolio management, and retirement planning consulting services.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
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2
FL
02/18/2020 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NJ
08/26/2013 - 02/24/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Bedminster NJ)
NJ
01/21/2005 - 08/26/2013
UBS FINANCIAL SERVICES INC. (BEDMINSTER NJ)
NY
03/17/2003 - 01/11/2005
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
09/28/2001 - 03/28/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
05/14/1999 - 09/07/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/29/1998 - 05/18/1999
WARBURG DILLON READ LLC (NEW YORK NY)
CT
04/29/1997 - 06/29/1998
SBC WARBURG DILLON READ INC. (STAMFORD CT)
NY
02/11/1995 - 04/21/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
08/23/1993 - 03/01/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/17/1993 - 07/09/1993
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
02/09/1993 - 03/26/1993
ROBERT M. COHEN & CO., INC. (GREAT NECK NY)
NA
10/26/1992 - 01/22/1993
J. GREGORY & COMPANY, INC.
IA
Issued 07/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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