Unclaimed
Denise Dragonetti is an investment professional with over 30 years of experience in the financial services industry. Denise has held various roles in the industry, including positions at Chase Investment Services Corp., CitiCorp Investment Services, and Barnett Investments, Inc. Denise is currently registered with J.P. Morgan Securities LLC and holds licenses in various states.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/24/2021 - Present
J.p. Morgan Securities LLC (GREAT NECK NY)
NY
08/26/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GREAT NECK NY)
NY
06/13/1996 - 08/25/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
FL
03/30/1995 - 05/29/1996
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
09/14/1993 - 03/27/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
09/24/1990 - 09/16/1993
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MO
05/24/1990 - 08/24/1990
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
01/13/1990 - 06/20/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
08/22/1989 - 12/15/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 03/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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