Unclaimed
Denise Allison is a financial professional with over 16 years of experience in the financial services industry. Denise is currently registered with Arkadios Capital and is licensed in California, Florida, New Mexico, North Carolina, and Texas. Denise has held previous roles at LPL FINANCIAL LLC, BBVA SECURITIES INC., and BBVA COMPASS INVESTMENT SOLUTIONS, INC. She is a Series 6 and Series 63 licensed professional and holds the SIE designation.
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.
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.
1
2
TX
07/23/2024 - Present
Arkadios Capital (FORT WORTH TX)
TX
10/07/2021 - 07/24/2024
LPL FINANCIAL LLC (FORT WORTH TX)
TX
05/16/2013 - 08/23/2021
BBVA SECURITIES INC. (ARLINGTON TX)
TX
09/11/2007 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ARLINGTON TX)
BC
Issued 05/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Denise Allison is the right advisor for you? Invested Better is here to help.