Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise G. Sowell is a financial advisor at Osaic Wealth, Inc., with over 30 years of experience in the financial industry. Denise has held a variety of roles at different firms, including Nationwide Securities, LLC, 1717 Capital Management Company, Park Avenue Securities LLC, Guardian Investor Services Corporation, Pruco Securities Corporation, and The Prudential Insurance Company of America. Denise is a Certified Financial Planner and a Chartered Financial Consultant, and is registered to provide financial advice in several states. Denise specializes in providing financial planning services to individuals, families, and businesses. Denise also provides portfolio management services for individuals and businesses. Denise is committed to helping her clients achieve 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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GA
03/04/2019 - Present
Osaic Wealth, Inc. (MCDONOUGH GA)
GA
08/01/2008 - 07/19/2010
NATIONWIDE SECURITIES, LLC (MCDONOUGH GA)
GA
01/12/2005 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (MCDONOUGH GA)
NY
05/03/1999 - 01/14/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/13/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
09/07/1990 - 10/21/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/07/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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