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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 Kohler is a financial advisor who has been in the industry since 1999. Denise is registered with Wells Fargo Clearing Services, LLC and has several branch office locations in the state of Washington. Denise is also registered with the states of Oregon, Texas, and Washington for investment advisory services. Denise has worked for several firms in the past, including KEY INVESTMENT SERVICES LLC, U.S. BANCORP INVESTMENTS, INC., and NYLIFE SECURITIES INC. Denise's specialties include investment advisory services and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
WA
05/03/2016 - Present
Wells Fargo Clearing Services, LLC (CAMAS WA)
OR
11/19/2008 - 02/26/2016
KEY INVESTMENT SERVICES LLC (PORTLAND OR)
OR
06/12/2000 - 10/03/2008
U.S. BANCORP INVESTMENTS, INC. (CANBY OR)
NY
03/30/1999 - 06/13/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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