Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Anne Youngquist is a financial advisor who has been in the industry since 2009. Denise is registered with Cambridge Investment Research Advisors, Inc. Denise is also registered as an Investment Advisor Representative in Colorado. Denise is a CERTIFIED FINANCIAL PLANNER™ professional and has been with Cambridge Investment Research Advisors, Inc. since 2017. Denise has experience providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals. Denise holds Series 7 and Series 66 licenses.
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.
Solicitation fees from 3rd party money managers
1
2
CO
03/02/2017 - Present
Cambridge Investment Research Advisors, Inc. (Denver CO)
CO
09/01/2016 - 03/09/2017
SUMMIT BROKERAGE SERVICES, INC. (DENVER CO)
CO
06/26/2009 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (LITTLETON CO)
BOTH
Issued 08/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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