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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 McGee is a financial advisor with Grove Point Advisors, LLC. Denise has been in the industry since 2004, providing financial and investment advice to clients in Maryland and Pennsylvania. Denise is a Registered Representative and Investment Adviser Representative and is well-versed in a variety of financial planning services. Denise holds FINRA Series 7, 24, 52, 53, 63 and 65 licenses. Denise previously worked at CETERA ADVISOR NETWORKS 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.
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2
MD
04/19/2022 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
PA
01/31/2017 - 04/20/2022
CETERA ADVISOR NETWORKS LLC (PHILADELPHIA PA)
NY
04/25/2016 - 08/04/2016
SCURA PALEY SECURITIES LLC (NEW YORK NY)
TX
10/12/2015 - 04/11/2016
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
06/13/2011 - 10/05/2015
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
NJ
12/20/2007 - 06/07/2011
QUESTAR CAPITAL CORPORATION (VOORHEES NJ)
NJ
04/04/2007 - 01/03/2008
METLIFE SECURITIES INC. (MARLTON NJ)
NJ
04/04/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MARLTON NJ)
NJ
12/01/2006 - 03/26/2007
QUESTAR CAPITAL CORPORATION (VOORHEES NJ)
NJ
08/29/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (VOORHEES NJ)
MO
11/19/2004 - 02/23/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 01/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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