Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Berryhill Davis is a financial advisor with over 20 years of experience in the industry. Denise is registered with Charles Schwab & CO., Inc. in Fairfield, Connecticut. Prior to joining Charles Schwab, Denise was a registered representative with Fidelity Brokerage Services LLC. Denise has a strong background in providing financial advice and portfolio management services to individual clients. Denise is also a Chartered Financial Analyst.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CT
08/11/2023 - Present
Charles Schwab & CO., Inc. (Fairfield CT)
CT
01/08/2015 - 07/19/2023
FIDELITY BROKERAGE SERVICES LLC (STAMFORD CT)
NY
06/17/2013 - 12/09/2014
MORGAN STANLEY (NEW YORK NY)
NY
01/19/2012 - 06/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
06/06/2007 - 11/29/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HAMDEN CT)
CT
10/30/2003 - 05/17/2006
UST SECURITIES CORP. (STAMFORD CT)
NY
05/03/2001 - 05/12/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
08/21/1998 - 02/06/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BOTH
Issued 02/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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