Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Kathleen Merinar is a financial advisor at Truist Advisory Services, Inc. based in Richmond, VA. Denise has been in the industry since 2000, and has a proven track record of providing financial guidance to clients. Denise is registered to provide investment advice and securities in Virginia, and holds several professional licenses, including Series 7, 9, 10, 63, and 66. In addition to providing investment advice, Denise also serves on the Board of Directors for the Scott & Stringfellow Educational Foundation. Denise's expertise and dedication to her clients make her a valuable resource for those seeking financial guidance.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
03/02/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
06/20/2008 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
08/05/2015 - 03/11/2016
VALLEY FORGE ASSET MANAGEMENT, LLC (KING OF PRUSSIA PA)
VA
09/11/2002 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
MO
07/27/2001 - 08/07/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
MO
10/01/2000 - 06/20/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/10/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 05/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/23/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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