Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Weisinger is a financial professional with over 25 years of experience in the industry. Denise currently works at Morgan Stanley and is registered with FINRA. Denise has held previous positions at UBS Financial Services Inc., UBS Services USA LLC and Resrv Partners, Inc. Denise has earned her Series 6, Series 63 and Series 99TO licenses and her SIE certification. Denise has experience in a variety of financial services, including investment management, financial planning, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/23/2017 - Present
Morgan Stanley (New York NY)
NJ
01/01/2010 - 10/07/2015
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
11/09/2004 - 01/01/2010
UBS SERVICES USA LLC (WEEHAWKEN NJ)
NY
09/01/1995 - 11/10/2004
RESRV PARTNERS, INC. (NEW YORK NY)
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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