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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 Louise Church is a financial advisor with Morgan Stanley, a firm based in Purchase, New York. Denise has over 24 years of experience in the financial services industry. Denise has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Denise is committed to helping clients achieve their financial goals and build a secure financial future. Denise holds the Series 7, Series 63, and Series 66 securities licenses. Denise is also registered with the state of Illinois, Iowa, and Texas.
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
IA
03/18/2022 - Present
Morgan Stanley (Davenport IA)
IA
12/02/2013 - 03/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAVENPORT IA)
IA
10/04/2006 - 12/10/2013
UBS FINANCIAL SERVICES INC. (DAVENPORT IA)
IA
12/17/1998 - 10/12/2006
CITIGROUP GLOBAL MARKETS INC. (DAVENPORT IA)
BOTH
Issued 05/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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