Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Louise Kowitz is a financial advisor registered with Captrust in Walnutport, PA. Denise has over 30 years of experience in the financial services industry, having worked for firms such as M Holdings Securities, Inc., Walnut Street Securities, Inc., AXA Advisors, LLC, and Signator Investors, Inc. She is a Chartered Financial Consultant and holds Series 6, 7, 24, 63, and 65 licenses.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
09/15/2015 - Present
Captrust (WALNUTPORT PA)
PA
09/12/2008 - 01/27/2022
M HOLDINGS SECURITIES, INC. (ALLENTOWN PA)
NJ
02/25/2008 - 08/25/2008
WALNUT STREET SECURITIES, INC. (BRIDGEWATER NJ)
PA
08/07/2007 - 02/19/2008
AXA ADVISORS, LLC (BETHLEHEM PA)
PA
02/05/1988 - 06/26/2007
SIGNATOR INVESTORS, INC. (ALLENTOWN PA)
MA
02/05/1988 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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