Denise Easterby (CRD# 7083898) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Corte Madera, CA | May 2022 - Current | 2 |
| Td Ameritrade | Corte Madra, CA | Dec 2021 - Current | 2 |
| Union Financial, Inc. | Walnut Creek, CA | Apr 2021 - Dec 2021 | < 1 |
| Principal Life Insurance Company | Walnut Creek, CA | Mar 2019 - Dec 2021 | 2 |
| Principal Securities Inc. | Walnut Creek, CA | Mar 2019 - Dec 2021 | 2 |
| Denise Easterby | San Rafael, CA | Aug 2006 - Mar 2019 | 12 |
| Law Offices Of Sylvia Shapiro | San Anselmo, CA | Sep 2016 - Jun 2018 | 1 |
| Law Office Of Christana Sherman | San Rafael, CA | Apr 2016 - Aug 2017 | 1 |
| Swa Group | Sausalito, CA | Sep 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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