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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Marie Beckmann is an investment advisor representative at Arvest Wealth Management. Denise has over 20 years of experience in the financial services industry. Denise is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Denise provides financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Denise specializes in retirement planning, college savings, and estate planning. Denise is committed to providing her clients with personalized financial advice and helping them achieve 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
AR
02/14/2019 - Present
Arvest Wealth Management (Rogers AR)
AR
07/28/2006 - 06/16/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROGERS AR)
AR
08/25/2005 - 08/01/2006
MORGAN STANLEY DW INC. (ROGERS AR)
FL
10/18/2004 - 08/10/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
10/01/2003 - 08/09/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
AL
12/09/2002 - 09/11/2003
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
MO
05/16/2000 - 08/29/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
VA
07/21/1998 - 01/19/2000
BRANCH, CABELL & CO., INC. (RICHMOND VA)
IA
Issued 10/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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