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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Johnson Davies is a financial advisor registered with LPL Financial LLC in DEERFIELD BEACH, FL. Denise has been in the financial services industry since 1988. Denise has held registrations with several firms, including CETERA ADVISOR NETWORKS LLC, PENSION PLANNERS SECURITIES, INC., and FARMERS FINANCIAL SOLUTIONS, LLC. Denise specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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
FL
09/25/2017 - Present
LPL Financial LLC (DEERFIELD BEACH FL)
CA
08/13/2008 - 05/06/2016
CETERA ADVISOR NETWORKS LLC (RANCHO CORDOVA CA)
CA
03/12/2008 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (CARMICHAEL CA)
CA
11/26/2003 - 06/25/2007
FARMERS FINANCIAL SOLUTIONS, LLC (CARMICHAEL CA)
CA
01/07/2003 - 11/12/2003
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
CA
11/22/1996 - 01/09/2003
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
CA
03/08/1989 - 10/22/1996
GORE-HORVATH, INC. (HUNTINGTON BEACH CA)
MN
11/08/1988 - 03/14/1989
AMEV INVESTORS, INC. (OAKDALE MN)
MN
02/25/1987 - 01/12/1988
AMEV INVESTORS, INC. (OAKDALE MN)
BC
Issued 10/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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