Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Lynne Johnson is a registered representative with Eagle Strategies LLC. Denise has been in the financial industry since March 8, 2005. Denise has been associated with Eagle Strategies LLC since June 2011. She is also a registered investment advisor representative in North Carolina and South Carolina. Previously, Denise was associated with NYLIFE SECURITIES INC. Denise holds a Series 6, 7, 24 and 66 license. Denise works with a range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and investment companies. Denise offers financial planning, educational seminars, portfolio management for individuals, and other advisory services.
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.
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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NC
02/06/2024 - Present
Eagle Strategies LLC (CHARLOTTE NC)
NY
01/19/2005 - 06/07/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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