Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Christine Frazer is a financial advisor with Edward Jones. Denise has been in the financial industry since May 2009. Denise is a CERTIFIED FINANCIAL PLANNER™ professional with experience at several firms including First Command Brokerage Services, Inc. and Morgan Stanley & Co., Incorporated. Denise is registered with FINRA and has a Series 7, Series 6, Series 63 and Series 65. Denise specializes in helping individuals and families with their financial planning needs. Denise also works with businesses and retirement plans.
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.
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.
See schedule d - miscellaneous
1
2
VA
03/05/2024 - Present
Edward Jones (Fredericksburg VA)
VA
01/05/2015 - 03/04/2024
FIRST COMMAND BROKERAGE SERVICES, INC. (STAFFORD VA)
NY
07/28/1998 - 03/22/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 02/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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