Unclaimed
Denise Mary Pacione is a financial advisor registered with Edward Jones. Denise has been working in the financial services industry since April 1993. Denise holds the Series 6, 7, and 63 securities licenses as well as the Series 65 Investment Advisor license. In addition to their work with Edward Jones, Denise also manages rental income property. Denise is registered in 26 states and the District of Columbia.
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.
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.
See schedule d - miscellaneous
1
2
IL
08/26/2014 - Present
Edward Jones (LISLE IL)
IL
04/01/1998 - 06/05/2002
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NE
09/12/1995 - 04/01/1998
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
WI
04/28/1993 - 09/12/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 09/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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