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 Mathews is a financial advisor registered with Osaic Institutions, Inc.. Denise has over 20 years of experience in the financial industry. She is currently registered with the state of Michigan as an Investment Advisor Representative. Denise is also registered with the state of Colorado, Florida, Illinois and Michigan as a broker-dealer. Denise is well-versed in various financial services and specializes in financial planning, pension consulting, and portfolio management. She is also skilled in educational seminars and selection of other advisers. Denise’s previous employers include IFMG Securities, Inc., E*TRADE SECURITIES LLC, FIFTH THIRD SECURITIES, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and BANC ONE SECURITIES CORPORATION.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
10/04/2016 - Present
Osaic Institutions, Inc. (MERIDEN CT)
MI
04/30/2007 - 03/04/2008
IFMG SECURITIES, INC. (STERLING HEIGHTS MI)
MI
09/27/2006 - 04/18/2007
E*TRADE SECURITIES LLC (FARMINGTON MI)
MI
04/15/2003 - 09/29/2006
FIFTH THIRD SECURITIES, INC. (FAIR HAVEN MI)
MA
02/26/2003 - 03/31/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/26/2003 - 03/31/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IL
02/26/1999 - 02/27/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 10/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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