Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Lynn Brandon is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Denise has been in the industry since 1989 and has a wide range of experience in providing financial services to individuals and businesses. Denise holds both Series 63 and Series 66 licenses, and is registered in 42 states. Denise has specialized experience in areas such as retirement planning, investments, and financial 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
DC
03/06/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
VA
03/01/1989 - 03/12/1990
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
MA
09/20/1988 - 12/12/1988
TUCKER, ANTHONY & R. L. DAY, INC. (BOSTON MA)
BOTH
Issued 08/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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