Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serif? Claim Your ProfileSerif Denktas is a financial advisor with Charles Schwab & CO., Inc. in Lone Tree, Colorado. Serif Denktas has been in the industry since October 10, 2000. Serif Denktas is a registered representative in Colorado and Texas. Serif Denktas is also a registered investment advisor in Colorado and Texas. The firm has more than $50 billion in assets under management. They provide a wide range of services to individuals, corporations, and other entities, including financial planning, portfolio management, and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
01/25/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
07/07/2023 - 05/19/2024
TD AMERITRADE, INC. (Lone Tree CO)
CO
04/01/2010 - 07/16/2010
GIRARD SECURITIES, INC. (AURORA CO)
CO
11/30/2006 - 04/06/2010
SAGEPOINT FINANCIAL, INC. (AURORA CO)
CO
08/09/2005 - 07/18/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
TX
10/29/1999 - 01/19/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 08/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/03/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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