Denise Schatz (CRD# 7695139) is an Investment Advisor Representative working at Commonwealth Financial Network in Chadds Ford, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Apr 2023 - Current | 1 |
| Independence Wealth Services | Chadds Ford, PA | Feb 2023 - Current | 1 |
| Aunt Mamie's Italian Specialties | West Chester, PA | Apr 2020 - Feb 2023 | 2 |
| Denise Larue Coaching | Downingtown, PA | Mar 2019 - Feb 2022 | 2 |
| Midatlantic Employers Association | King Of Prussia, PA | Feb 2018 - Mar 2019 | 1 |
| Energage (fka Workplace Dynamics) | Exton, PA | Aug 2010 - Feb 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- PA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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