Denise SchramCRD 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 9 years of experience in the finance industry.
Wealthcare Capital Management LLC
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|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|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- Market timing services
- 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
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