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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 Charlene Marinacci is a financial advisor at Wells Fargo Clearing Services, LLC. Denise has over 18 years of experience in the financial services industry and is registered to offer securities and investment advisory services. She has held prior positions with Morgan Stanley and Wells Fargo Advisors, LLC. Denise is a Series 3, 7, 9, 10, 31, 66, SIE, and 99TO licensed professional. Denise can provide financial planning, portfolio management for individuals and businesses, and selection of other advisors. She is also active in property management and has been involved in real estate investments. Denise is committed to providing her clients with personalized financial advice and services.
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
CA
12/11/2012 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
05/15/2012 - 12/11/2012
MORGAN STANLEY (LONG BEACH CA)
CA
04/11/2008 - 04/04/2012
WELLS FARGO ADVISORS, LLC (NEWPORT BEACH CA)
CA
04/02/2007 - 04/08/2008
MORGAN STANLEY & CO., INCORPORATED (LONG BEACH CA)
CA
10/01/2004 - 04/02/2007
MORGAN STANLEY DW INC. (LONG BEACH CA)
BOTH
Issued 11/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2013
Series 3 - National Commodity Futures Examination
BC
Issued 02/02/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/2004
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
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