Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Vanessa Iturrey is a financial advisor with UBS Financial Services Inc. Denise has been in the industry since 2001 and has held previous positions at MORGAN STANLEY, CREDIT SUISSE SECURITIES (USA) LLC, CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, UBS INTERNATIONAL INC., and UBS PAINEWEBBER INC. Denise holds Series 66, Series 7, and SIE licenses. Denise is registered in California, Colorado, Delaware, Florida, Georgia, New York, Puerto Rico, South Dakota, Texas, Virginia, and Wyoming.
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.
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.
See schedule d - miscellaneous
1
2
FL
04/15/2024 - Present
UBS Financial Services Inc. (MIAMI FL)
FL
02/09/2016 - 04/18/2024
MORGAN STANLEY (Miami FL)
FL
01/12/2010 - 03/02/2016
CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)
FL
05/29/2007 - 01/11/2010
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
10/21/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
NY
06/03/2002 - 11/11/2003
UBS INTERNATIONAL INC. (NEW YORK NY)
NJ
01/01/2001 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 05/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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