Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Maureen Davis is a financial advisor with over 20 years of experience in the industry. Denise is a registered representative of LPL Financial LLC and is licensed to provide investment advice in several states. Denise is committed to helping clients reach their financial goals through a personalized approach. Denise has a strong background in financial planning and portfolio management and has experience working with a variety of clients, including individuals, families, and small businesses.
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.
Consulting and other non-discretionary advisory services
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
CA
08/03/2020 - Present
LPL Financial LLC (ANTELOPE CA)
CA
03/04/2004 - 09/13/2007
XCU CAPITAL CORPORATION, INC. (NORTH HIGHLANDS CA)
CA
10/09/2003 - 11/06/2003
FINANCIAL TELESIS INC (SAN RAFAEL CA)
AZ
03/03/2003 - 09/19/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
11/10/2000 - 02/14/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/10/2000 - 02/14/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Denise Davis is the right advisor for you? Invested Better is here to help.
