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Denise Sally Disera

Disera Financial Planning

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About Denise Sally Disera

Denise Disera is a financial advisor in Joliet, IL. Denise has been a registered investment advisor since 1997. Denise has a series 65 and 63 license and was previously registered with Strategic Assets Inc. and Ameriprop, Inc. in New York. Denise's firm, Disera Financial Planning, has a total of 95 client accounts with approximately $5,438,437 in assets under management. The firm provides advisory services in financial planning, portfolio management for individuals, insurance, bookkeeping, and expert witness services. The firm offers a variety of compensation arrangements including commissions and hourly charges.

Firm Information

Denise Disera is currently registered with Disera Financial Planning. Disera Financial Planning is a financial planning firm with 1 licensed agent and 1 investment advisory function. The firm manages approximately $5,438,437 in assets for 95 clients. They provide financial planning services, portfolio management for individuals, and other services including insurance, bookkeeping, and expert witness services.

$5.44M

Assets Under Management

26

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance, bookkeeping, expert witness

Insurance, bookkeeping, expert witness

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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Denise Disera’s Registration & Firm History

IL

05/21/2001 - Present

Disera Financial Planning (JOLIET IL)

NY

07/25/1995 - 10/29/2001

STRATEGIC ASSETS INC. (MELVILLE NY)

NY

11/11/1992 - 07/07/1995

AMERIPROP, INC. (MELVILLE NY)

NA

06/20/1984 - 10/28/1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 02/14/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/1996

Series 24 - General Securities Principal Examination

BC

Issued 11/05/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Denise Sally Disera.
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