Unclaimed
Denise Donovan is a financial advisor who has been working in the industry since 2010. Denise is registered with the state of Connecticut and Massachusetts and holds Series 6, 26 and 63 licenses as well as the SIE exam. Denise is currently employed with PFS Investments Inc. in Manchester, Connecticut.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CT
01/26/2015 - Present
PFS Investments Inc. (MANCHESTER CT)
CT
02/01/2010 - 12/31/2014
PFS INVESTMENTS INC. (NEWINGTON CT)
BC
Issued 08/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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