Denise Miller (CRD# 6869910) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Westlake, TX | Jun 2023 - Current | < 1 |
| Charles Schwab & Company, Inc. | Westlake, TX | Jan 2020 - Current | 4 |
| Eecu | Fort Worth, TX | May 2018 - Dec 2019 | 1 |
| Simply Health Plans | Dallas, TX | Jan 2018 - Apr 2018 | < 1 |
| Unemployed | Haltom City, TX | Jul 2017 - Dec 2017 | < 1 |
| Citibank | Irving, TX | Nov 2008 - Jun 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
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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