Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Suzanne Iemolo is a financial professional with experience in the financial services industry. Denise is currently registered with Hirtle, Callaghan & Co., LLC in Pennsylvania as an Investment Advisor Representative. Denise has been a Registered Representative for over 12 years and has held previous roles at MML Investors Services, LLC, Managers Distributors, Inc., and SEI Financial Services Company. Denise has a variety of certifications and licenses including Series 3, SIE, 6, 63 and 65. Denise focuses on working with individual investors, high net worth individuals, investment companies, pooled investment vehicles, corporations, charities and insurance companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
02/22/2018 - Present
Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)
PA
02/13/2015 - 08/28/2017
MML INVESTORS SERVICES, LLC (Wayne PA)
CT
03/04/2002 - 05/16/2005
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
PA
07/01/1993 - 07/31/1995
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
IA
Issued 02/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2021
Series 3 - National Commodity Futures Examination
BC
Issued 08/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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