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 Fries has been in the financial industry since 1986. Denise is a registered representative with Osaic Wealth, Inc., and also holds Series 6, 63, 22TO, 26, and 65 licenses. Denise has experience working with individuals, businesses, pension plans, and charitable organizations. Denise offers financial planning, portfolio management, and other services to help clients reach their financial goals.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (BRYAN TX)
TX
08/08/2008 - 06/14/2024
SECURITIES AMERICA, INC. (BRYAN TX)
TX
03/13/1995 - 08/11/2008
CAPITAL ANALYSTS, INCORPORATED (BRYAN TX)
NA
10/07/1986 - 03/15/1995
FIDELITY EQUITY SERVICES CORPORATION
IA
Issued 09/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/06/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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