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Denise Renea Rhodey is an investment advisor representative for Mercer Global Advisors Inc., which is headquartered in Denver, CO. Denise is registered to provide investment advice in Arizona, California, and Texas. Denise has been in the financial services industry since September 2014. Denise specializes in providing financial planning, pension consulting, and educational seminars, and has experience in a wide range of investment advisory services.
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.
Trust services, estate planning, tax return preparation, consultation
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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AZ
08/23/2023 - Present
Mercer Global Advisors Inc. (Scottsdale AZ)
IA
Issued 09/26/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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