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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 Anne Kamel is a financial advisor with Commonwealth Financial Network in Waltham, MA. Denise has been in the financial services industry since May 2014. Denise holds the Series 66, Series 4, Series 53, Series 24, SIE, Series 52, and Series 7 licenses. Denise's previous employers include Sorrento Pacific Financial, LLC and CUSO Financial Services, L.P. Denise is registered to provide investment advisory services in California.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
01/17/2019 - Present
Commonwealth Financial Network (WALTHAM MA)
CA
03/12/2015 - 05/26/2017
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
05/15/2014 - 05/26/2017
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
BOTH
Issued 06/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2020
Series 4 - Registered Options Principal Examination
BC
Issued 11/13/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/08/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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