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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 Adams-mccauley is a financial advisor with Ameriprise Financial Services, LLC. Denise has been working in the financial services industry since 1997. Denise is licensed to provide securities and investment advice in Florida. Denise is also registered as an Investment Advisor Representative in Florida. Denise holds the Series 7, Series 63, Series 66 and Series 24 licenses. Denise has experience working with individuals, businesses, trusts, estates, and charitable organizations. Denise's previous experience includes working for BBVA Securities Inc., BBVA Compass Investment Solutions, Inc., UVEST Financial Services Group, Inc., and Amsouth Investment Services, Inc. Ameriprise Financial Services, LLC is an independent financial services firm that offers a wide range of financial products and services, including financial planning, investment management, insurance, and retirement planning.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
11/25/2024 - Present
Ameriprise Financial Services, LLC (Ocala FL)
FL
05/16/2013 - 08/17/2021
BBVA SECURITIES INC. (SPRING HILL FL)
FL
10/18/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SPRING HILL FL)
FL
07/26/2006 - 10/08/2010
UVEST FINANCIAL SERVICES GROUP, INC. (OCALA FL)
FL
06/21/1999 - 07/21/2006
AMSOUTH INVESTMENT SERVICES, INC. (OCALA FL)
AL
07/23/1997 - 05/17/1999
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 10/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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