Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Costello is a financial professional with over 30 years of experience in the financial services industry. Denise currently works as a Registered Representative at Charles Schwab & Co., Inc. in Red Bank, New Jersey. Prior to joining Charles Schwab, Denise worked at TIAA-CREF Individual & Institutional Services, LLC, GWFS Equities, Inc., TD Ameritrade, Inc., and Scottrade, Inc. Denise holds Series 3, 7, 9, 10, 63, and 66 licenses as well as the SIE designation.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
10/24/2023 - Present
Charles Schwab & CO., Inc. (Red Bank NJ)
NY
04/07/2023 - 08/02/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
CO
08/11/2021 - 09/23/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NJ
04/26/2017 - 01/06/2021
TD AMERITRADE, INC. (SHREWSBURY NJ)
NJ
06/06/2006 - 03/29/2017
SCOTTRADE, INC. (RED BANK NJ)
NJ
10/19/2005 - 06/01/2006
TD AMERITRADE, INC. (RED BANK NJ)
CT
04/24/2003 - 11/10/2003
VISION BROKERAGE SERVICES, LLC (STAMFORD CT)
CT
01/02/2003 - 04/11/2003
VISION BROKERAGE SERVICES, LLC (STAMFORD CT)
TX
05/21/1986 - 05/25/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
03/17/1986 - 04/29/1986
UNDERHILL ASSOCIATES, INCORPORATED
NA
08/26/1985 - 03/17/1986
HOMESTEAD SECURITIES, INC.
NA
04/26/1984 - 09/04/1985
MARVEST SECURITIES, INC.
NA
06/07/1982 - 06/06/1983
MABON, NUGENT & CO.
NA
03/23/1981 - 05/21/1982
UNDERHILL ASSOCIATES, INCORPORATED
BOTH
Issued 03/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/07/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2002
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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