Denise Disera (CRD# 1269925) is an Investment Advisor Representative working at Disera Financial Planning in Joliet, IL and has over 31 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Disera Financial Planning | Chicago, IL | Oct 2001 - Current | 22 |
| Disera Financial Planning | Chicago, IL | Oct 2001 - Current | 22 |
| Disera Financial Planning | Chicago, IL | Oct 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1997 |
- IL
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts95ACCOUNTS
-
Average Account Value$57,247
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
IL
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