Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Marie Madnick is a financial advisor registered with Equitable Advisors, LLC. Denise has over 13 years of experience in the financial services industry. Denise holds the Series 7, Series 66, and Series 52TO licenses as well as Series 24 and Series 53 licenses. Denise works with high-net-worth individuals, corporations, and retirement plans. Denise has previously worked with Raymond James & Associates, Inc. and Wells Fargo Advisors, LLC.
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.
1
2
FL
05/09/2018 - Present
Equitable Advisors, LLC (BOCA RATON FL)
FL
03/07/2014 - 04/20/2018
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
11/08/2013 - 02/14/2014
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
10/30/2012 - 10/11/2013
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
FL
10/01/2012 - 10/09/2012
J.P. MORGAN SECURITIES LLC (BOYNTON BEACH FL)
FL
03/26/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BOYNTON BEACH FL)
FL
06/01/2009 - 01/26/2010
EDWARD JONES (JACKSONVILLE FL)
BOTH
Issued 06/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/01/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Denise Madnick is the right advisor for you? Invested Better is here to help.
