Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Bunton is a financial advisor with over 15 years of experience in the industry. Denise is currently registered with LPL Financial LLC and has been with the firm since February 2023. Previously, Denise was with Stifel, Nicolaus & Company, Incorporated and Wells Fargo Advisors, LLC. Denise has a Series 7, Series 66 and Series 99TO license. Denise specializes in providing financial planning, portfolio management and consulting services to individuals, businesses, charitable organizations, and pension plans. Denise is dedicated to helping clients reach 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.
Consulting and other non-discretionary advisory services
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.
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2
NC
03/30/2023 - Present
LPL Financial LLC (GREENSBORO NC)
NC
01/25/2017 - 03/03/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (Greensboro NC)
NC
05/08/2014 - 01/11/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (Greensboro NC)
NC
02/27/2008 - 05/09/2014
WELLS FARGO ADVISORS, LLC (GREENSBORO NC)
BOTH
Issued 01/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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