Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Schachne is a financial advisor with Cetera Investment Advisers LLC in Los Angeles, CA. Denise has been working in the financial industry since 2000. Denise has Series 7, Series 66, and SIE licenses. Denise has held positions at several firms, including Oppenheimer & Co. Inc., RBC Capital Markets, LLC, and J.P. Morgan Securities LLC. In addition to Denise's work as a financial advisor, Denise also provides operations management and administrative duties for Goldstein Financial Group and Brentwood Financial Advisors. Denise is a registered representative in the state of California and has a current IAR registration.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (LOS ANGELES CA)
CA
04/18/2018 - 06/14/2019
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
10/06/2016 - 04/17/2018
RBC CAPITAL MARKETS, LLC (BEVERLY HILLS CA)
CA
12/04/2014 - 06/30/2016
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
09/08/2006 - 08/20/2014
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
07/29/2002 - 08/25/2006
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
NY
02/16/2000 - 06/18/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 12/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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