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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 Toscano is an investment advisor representative with Fidelity Personal And Workplace Advisors. Denise has been in the industry since 2006 and has a broad range of experience in financial planning, portfolio management for individuals and businesses, and education seminars. Denise is registered with the Securities and Exchange Commission and holds the Series 7, Series 10, Series 9, Series 63, and Series 65 licenses. Denise has a strong commitment to providing personalized financial advice to her clients and helping them 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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
06/07/2007 - 04/27/2009
COMMONWEALTH FINANCIAL NETWORK (WESTBOROUGH MA)
MA
09/19/2006 - 05/02/2007
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
IA
Issued 03/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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