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 Monjarro is a registered representative with J.P. Morgan Securities LLC. Denise is a financial professional with over 23 years of experience in the industry. Denise has experience as a securities representative and investment advisor representative. Denise has worked in Columbus, OH since 2012. Prior to working at J.P. Morgan Securities LLC, Denise worked at CHASE INVESTMENT SERVICES CORP. and BANC ONE SECURITIES CORPORATION. Denise holds the Series 7, 24, 27, 52TO, 53, 63, 65, 99TO licenses and the SIE exam. Denise specializes in providing financial advice to individuals and businesses. Denise has expertise in portfolio management, financial planning, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
10/01/2012 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
07/12/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
06/27/2005 - 09/07/2006
BANC ONE SECURITIES CORPORATION (COLUMBUS OH)
ME
10/16/2001 - 02/02/2004
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
IL
02/26/1998 - 09/28/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/11/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/26/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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