Denise
Setzer
Financial Security Advisory Inc
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About this Advisor
Denise Setzer is a financial advisor based in Virginia Beach, Virginia, working with Financial Security Advisory Inc. Denise has previously held positions at Financial Security Management, Inc, Midgett Preti Olanson, and Samuel I White. Denise has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Virginia. Currently, Denise is part of Financial Security Advisory Inc, which operates out of Virginia Beach, Virginia. The firm has 6 offices and 45 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Financial Security Advisory Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Security Advisory Inc Brokerage Details
$1,315,631,987
45
2,376
$553,717
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Denise Setzer Work History
Financial Security Management, Inc
Midgett Preti Olanson
Samuel I White
Disclosures
Please visit the SEC profile of Denise Setzer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Security Advisory Inc
Virginia Beach, VA
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Jupiter, FL
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Darien, IL
Virginia Beach, VA
Newport News, VA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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