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 Taylor is a financial advisor with Stifel, Nicolaus & Company, Inc. She has been in the industry since 1998 and has experience working with individuals, high net worth individuals, corporations, and other businesses. Denise has a wide range of experience in financial planning, portfolio management, and pension consulting. Denise is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, and SIE licenses.
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.
1
2
AZ
08/28/2018 - Present
Stifel, Nicolaus & Company, Inc. (PHOENIX AZ)
CO
07/24/2015 - 12/31/2016
THE LEADERS GROUP, INC. (LITTLETON CO)
AZ
12/08/2010 - 08/14/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)
AZ
09/11/2001 - 12/24/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PARADISE VALLEY AZ)
WI
03/13/1998 - 10/22/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
01/22/1996 - 01/27/1997
FURMAN SELZ LLC (NEW YORK NY)
NA
10/12/1993 - 12/04/1995
BANC ONE ARIZONA INVESTMENT SERVICES CORPORATION
BC
Issued 10/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX 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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