Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Bolte is a financial advisor with Wells Fargo Clearing Services, LLC. Denise has been in the financial industry since 1981. Denise has experience working with various financial institutions including Prudential Securities Incorporated, Jefferies & Company, Inc., Oppenheimer & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Denise specializes in providing investment consulting services to institutional clients, financial planning, pension consulting and selection of other advisors. Denise has been registered with Wells Fargo Clearing Services, LLC since 2016.
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.
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.
Investment consulting services to institutional clients
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
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
11/08/1984 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/26/1982 - 11/07/1984
JEFFERIES & COMPANY, INC.
NA
10/12/1981 - 08/02/1982
OPPENHEIMER & CO., INC.
NA
06/23/1981 - 09/14/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 02/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Denise Bolte is the right advisor for you? Invested Better is here to help.
