Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Elizabeth Chiarella is a financial advisor registered with Osaic Wealth, Inc. and has been in the industry since 2003. Denise is a Series 6 and Series 66 licensed professional. Denise has held positions at several financial institutions including Equitable Advisors, LLC, Securities America, Inc., and MSI Financial Services, Inc. Denise Elizabeth Chiarella is committed to providing exceptional financial guidance and personalized investment strategies for individuals and families.
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.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (PORT JEFFERSON STATION NY)
NY
06/26/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PORT JEFFERSON STATION NY)
NY
10/07/2016 - 07/02/2020
EQUITABLE ADVISORS, LLC (PORT JEFFERSON NY)
NY
07/21/2011 - 08/26/2016
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
12/05/2003 - 07/01/2011
NATIONAL PLANNING CORPORATION (MANORVILLE NY)
MA
12/09/2002 - 12/10/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 05/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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