Denise Schachne
Denise Schachne is a registered investment advisor at Cetera Investment Advisers LLC, based in Los Angeles, CA, with 25 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11726 San Vicente Blvd Ste 235, Los Angeles, CA, 90049
Get directionsHistory
Regulatory History (1)
Financial
November 2020Other Business Activities
Denise works as an operations manager for Goldstein Financial Group and Brentwood Financial Advisors, dedicating about a quarter of her time to each. She also shows properties to prospective tenants for Braum Real Estate, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Cibc World Markets CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.