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 Winchar is an investment advisor representative at Dimensional Fund Advisors LP. Denise has been in the financial services industry since 1989. She is a licensed investment advisor representative in 49 states and the District of Columbia. Denise specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
11/29/2022 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
CA
09/13/1996 - 03/19/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
02/20/1992 - 05/12/1995
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MN
11/03/1989 - 12/31/1991
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
NA
11/19/1986 - 11/03/1989
FBS BROKERAGE SERVICES, INC.
NA
08/01/1984 - 09/23/1986
MANUFACTURERS HANOVER SECURITIES CORPORATION
BOTH
Issued 11/28/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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