Unclaimed
Denise Marie Veerhusen is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry for over 20 years. Denise is a licensed representative in multiple states, including Arizona, Kansas, and Texas. Denise has a strong background in securities and has worked with a variety of clients, including individuals, families, and businesses. Denise provides financial planning, portfolio management, and investment consulting services. Denise was previously employed by A.G. Edwards & Sons, Inc. and Piper Jaffray & Co., and has a strong understanding of the financial services industry.
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.
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.
Investment consulting services to institutional clients
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
05/06/2016 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
NE
07/20/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LINCOLN NE)
NE
09/18/2002 - 07/31/2006
PIPER JAFFRAY & CO. (LINCOLN NE)
BOTH
Issued 10/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/14/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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