Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denisse? Claim Your ProfileDenisse Sanchez is an investment advisor representative registered with Wealthfront Advisers LLC. Denisse has been in the financial services industry for over nine years and is registered with the state of California. Denisse earned their Series 66 license in January 2024. Prior to joining Wealthfront, Denisse worked at several companies in Washington, DC, and Silver Spring, MD. In addition to their Series 66, Denisse has passed the Series 7TO and SIE exams. Denisse is a member of the Financial Industry Regulatory Authority (FINRA).
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.
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.
A percentage of the total value of assets under management is charged.
Revenue share with affiliate - bd
1
2
CA
02/14/2024 - Present
Wealthfront Advisers LLC (PALO ALTO CA)
BOTH
Issued 01/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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