Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Rose Page is a financial advisor with over 10 years of experience in the industry. Denise is currently registered with Transamerica Retirement Advisors, LLC in Yulee, Florida. Previously, Denise was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SUNTRUST INVESTMENT SERVICES, INC. and NYLIFE SECURITIES LLC. Denise holds several industry licenses and certifications, including Series 6, 7, 63, 66 and SIE. Denise is committed to providing personalized financial advice to her clients. Denise specializes in providing retirement planning, investment management, and insurance 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
FL
12/24/2023 - Present
Transamerica Retirement Advisors, LLC (Yulee FL)
FL
02/24/2014 - 12/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
GA
04/13/2010 - 08/25/2010
SUNTRUST INVESTMENT SERVICES, INC. (PEACHTREE CITY GA)
TX
07/10/2009 - 03/04/2010
NYLIFE SECURITIES LLC (ROUND ROCK TX)
BOTH
Issued 06/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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