Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Libow is a financial advisor with over 20 years of experience in the industry. Denise is currently registered with Morgan Stanley and has held previous positions with Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., and Citigroup Global Markets Inc. Denise has a broad range of experience, providing investment advice to a diverse client base, including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Denise is committed to providing personalized financial advice and 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
02/09/2023 - Present
Morgan Stanley (Boca Raton FL)
FL
10/01/2012 - 01/26/2023
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
06/01/2009 - 10/24/2012
MORGAN STANLEY (BOCA RATON FL)
FL
07/20/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NJ
04/11/2002 - 06/22/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 02/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Denise Libow is the right advisor for you? Invested Better is here to help.
