Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Leddy is a financial advisor with NFP Retirement Inc. Denise has been in the financial services industry since 1995 and has a wide range of experience in investment advisory services. Denise is registered with the state of North Carolina as an Investment Advisor Representative. Denise holds the Series 7, 63, and 65 licenses as well as the Series 24 principal license. Denise also holds the Certified Financial Planner designation. Denise is committed to providing clients with personalized financial advice that meets their individual needs.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
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2
NC
04/29/2024 - Present
NFP Retirement Inc. (Charlotte NC)
NC
11/05/2004 - 03/28/2024
KESTRA INVESTMENT SERVICES, LLC (CHARLOTTE NC)
MA
10/23/2001 - 09/02/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
04/17/1998 - 10/22/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/17/1998 - 10/22/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
06/06/1996 - 11/25/1997
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NA
05/12/1995 - 01/26/1996
FIRST BERMUDA SECURITIES (BVI) LTD. (HAMILTON )
IA
Issued 04/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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