Denise Schram, financial advisor Sewickley PA
93 score

Denise Schram

CRD Number: 5489504
Current Firm: Cambridge Investment Research Advisors, Inc.

Denise Schram (CRD# 5489504) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sewickley, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2016 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA May 2016 - Current < 1
Mbsc Securities Corporation Pittsburgh, PA Dec 2015 - May 2016 < 1
Bny Mellon Pittsburgh, PA Dec 2015 - May 2016 < 1
Pnc Bank, Na Pittsburgh, PA Mar 2010 - Dec 2015 5
Pnc Investments LLC Pittsburgh, PA Mar 2010 - Dec 2015 5
Synergy Investment Group, LLC Charlotte, NC Jul 2009 - Mar 2010 < 1
New York Life Insurance Co Pittsburgh, PA Feb 2008 - Jul 2009 1
Nylife Securities LLC Pittsburgh, PA Feb 2008 - Jul 2009 1
Unemployed Aspinwall, PA Jul 2007 - Jan 2008 < 1
Jacob Enterprises Monroeville, PA Apr 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Denise J. Schram
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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