Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you K.? Claim Your ProfileK. Denise Green is an investment advisor representative registered with LPL Financial LLC, with experience in the securities industry dating back to October 2005. K. Denise Green has been registered with LPL Financial LLC since July 2011. K. Denise Green's specializations include, Investment Advisory Services, Broker Dealer Services, Mutual Funds, Variable Annuities, Stocks, Bonds, Fixed Annuities, and more. Prior to joining LPL Financial LLC, K. Denise Green was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. K. Denise Green is licensed in Alabama, Colorado, Kansas, Michigan, New Mexico, Oklahoma, and Texas.
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.
Consulting and other non-discretionary advisory services
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.
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2
CO
10/26/2015 - Present
LPL Financial LLC (GRAND JUNCTION CO)
CO
10/06/2005 - 07/26/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND JUNCTION CO)
BOTH
Issued 11/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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