Unclaimed
Denise Hannula is a financial professional with over 18 years of experience in the industry. Denise is currently registered with J.P. Morgan Securities LLC and has previously held positions at Chase Investment Services Corp., LPL Financial Corporation, and IFMG Securities, Inc.. Denise holds Series 6 and Series 63 licenses and the SIE exam. Denise specializes in providing financial planning, portfolio management, and investment advice to a wide range of clients, including individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Denise has a strong track record of success in helping 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
10/01/2012 - Present
J.p. Morgan Securities LLC (BRICK NJ)
NJ
04/27/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRICK NJ)
NJ
05/27/2008 - 04/13/2010
LPL FINANCIAL CORPORATION (LAKEWOOD NJ)
NJ
03/08/2004 - 05/27/2008
IFMG SECURITIES, INC. (LAKEWOOD NJ)
BC
Issued 05/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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