Unclaimed
Denise Gniazdowski is a financial advisor at LPL Financial LLC. Denise has been in the financial services industry for over 10 years. Denise has a Series 6, Series 63, and SIE license. Denise's areas of specialization include: fixed income, mutual funds, variable annuities, life insurance, and retirement planning. Denise is committed to providing her clients with personalized financial advice and guidance. Denise is registered with the state of New York.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/09/2021 - Present
LPL Financial LLC (SPRINGVILLE NY)
NY
12/07/2012 - 06/09/2021
M&T SECURITIES, INC. (SPRINGVILLE NY)
BC
Issued 03/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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