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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 Corsetti is a financial advisor at UBS Financial Services Inc. Denise has been working in the financial industry since 1998 and has a broad range of experience. Denise is registered with the state of Connecticut as an Investment Advisor Representative (IAR) and a Registered Representative (RR). Denise is also registered with the state of New Jersey as an IAR and RR. Denise has previously worked at Morgan Stanley and Citigroup Global Markets Inc. Denise's primary focus is on portfolio management for individuals and businesses. Denise has a strong track record of success in helping clients 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CT
10/25/2022 - Present
UBS Financial Services Inc. (WESTPORT CT)
NY
03/07/2016 - 06/14/2022
MORGAN STANLEY (PURCHASE NY)
NY
07/31/1993 - 12/15/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/25/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 08/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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