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 Procaccini is a financial advisor with over 20 years of experience in the industry. Denise is currently registered with UBS Financial Services Inc., a leading financial services firm. Denise has a strong background in providing investment advice and financial planning services. Denise has a broad range of experience working with individual investors, families, and businesses.
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
NJ
01/01/2010 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
05/15/2007 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
NJ
05/08/2007 - 05/16/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
03/09/2007 - 05/09/2007
UBS SERVICES USA LLC (WEEHAWKEN NJ)
NJ
11/16/2006 - 11/22/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
11/11/2002 - 11/22/2006
UBS SECURITIES LLC (WEEHAWKEN NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2002
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
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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