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 Satterthwaite is a financial advisor with over 17 years of experience in the industry. Denise is a Certified Financial Planner™ professional and holds the Series 6, 7, and 63 licenses. Denise has been registered with LPL Financial LLC since July 2021, where she previously was registered with Waddell & Reed from 2005 to 2021. Denise specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans. Denise is committed to helping her 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.
Consulting and other non-discretionary advisory services
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
PA
07/21/2021 - Present
LPL Financial LLC (COLLEGEVILLE PA)
PA
09/13/2005 - 07/21/2021
WADDELL & REED (COLLEGEVILLE PA)
NA
10/14/1992 - 07/30/1993
PFS INVESTMENTS INC.
BC
Issued 09/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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