Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Saliga is a financial advisor with &partners, a firm that manages between $1 billion and $10 billion in assets for individuals, families, and institutions. Denise has been working in the financial services industry since 1991 and has experience providing financial planning, portfolio management, and other investment advisory services. Denise holds the Series 7 and SIE licenses, and has experience working with a variety of clients. Denise is passionate about 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.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
VA
07/19/2024 - Present
&partners (Glen Allen VA)
VA
02/28/2006 - 07/30/2024
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
MD
05/25/2005 - 01/30/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
07/01/2003 - 05/06/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/05/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/18/1992 - 12/22/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
07/26/1991 - 04/29/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 08/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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