Denise McGuireCRD Number: 6706021
Current Firm: Raymond James Financial Services Advisors, Inc.
Denise McGuire (CRD# 6706021) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chandler, AZ and has over 3 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Well On Your Way||Chandler, AZ||Jul 2021 - Current||< 1|
|Raymond James Financial Services Advisors Inc.||Chandler, AZ||Jul 2018 - Current||3|
|Raymond James Financial Services, Inc.||Chandler, AZ||Mar 2018 - Current||3|
|Raymond James Financial Services, Inc.||Chandler, AZ||Sep 2016 - Mar 2018||1|
|Unemployed||Mesa, AZ||Jun 2016 - Sep 2016||< 1|
|St. Timothy Catholic School||Mesa, AZ||Aug 2012 - Jun 2016||3|
|Unemployed||Mesa, AZ||Jan 2003 - Aug 2012||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2018|
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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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