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 Warren is a financial advisor with over 15 years of experience in the industry. Denise currently works with Emerson Equity LLC, based in Irvine, CA. Denise has a proven track record of success in helping clients achieve their financial goals. She is committed to providing personalized service and building long-term relationships with her clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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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CA
04/12/2024 - Present
Emerson Equity LLC (Irvine CA)
CA
01/06/2015 - 11/16/2022
RANCE KING SECURITIES CORP. (LONG BEACH CA)
IL
08/23/2012 - 12/31/2013
CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)
CA
06/28/2011 - 01/03/2012
FINANCIAL WEST GROUP (SANTA MONICA CA)
CA
06/08/2010 - 11/08/2010
PACIFIC POINT SECURITIES, LLC (ANAHEIM CA)
AZ
06/08/2009 - 08/31/2009
SELECT CAPITAL CORPORATION (PHOENIX AZ)
UT
01/02/2009 - 06/01/2009
ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)
CA
09/11/2007 - 01/02/2009
OMNI BROKERAGE, INC. (LAGUNA BEACH CA)
CA
04/26/2006 - 08/27/2007
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
CA
04/07/2005 - 10/24/2005
EMPIRE SECURITIES CORPORATION (EL SEGUNDO CA)
UT
05/05/2003 - 03/23/2005
OMNI BROKERAGE, INC. (SOUTH JORDAN UT)
BC
Issued 10/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2003
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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