Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Elaine Iarrobino is an investment advisor representative with LPL Financial LLC, located in Westborough, MA. Denise has been in the financial industry for over 13 years. Denise is registered to offer investment advice in Massachusetts. Denise has previously worked for OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC. and SII INVESTMENTS, INC. Denise holds a Series 66 and Series 7 licenses and the SIE. Denise specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and other clients. Denise's firm, LPL Financial LLC, is a registered investment advisor with over $50 billion in assets under management. The firm offers a wide range of financial products and services, including investment management, financial planning, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
01/02/2024 - Present
LPL Financial LLC (WESTBOROUGH MA)
MA
09/01/2023 - 12/13/2023
OSAIC WEALTH, INC. (WESTBOROUGH MA)
MA
11/28/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WESTBOROUGH MA)
MA
10/24/2014 - 11/28/2017
SII INVESTMENTS, INC. (WESTBOROUGH MA)
ME
10/27/2009 - 01/07/2014
UBS FINANCIAL SERVICES INC. (BANGOR ME)
BOTH
Issued 05/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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