Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Clifton is a financial advisor with U.S. Capital Wealth Advisors, LLC. Denise has been in the financial industry since 2005 and is registered with the state of Texas. Denise has a broad range of experience in the financial services industry, including experience with Wells Fargo Advisors, LLC and Edward Jones. Denise is committed to providing her clients with personalized financial advice and guidance. She has experience in various aspects of financial planning, including retirement planning, investment management, and college savings. Denise is dedicated to helping her clients reach their financial goals.
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.
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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2
TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
TX
04/09/2010 - 03/08/2016
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
10/11/2005 - 04/12/2010
EDWARD JONES (GRAND PRAIRIE TX)
BOTH
Issued 01/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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