TrueAdvisor
TrueAdvisor
DS
DS

Denise Rachelle Scher

Usi Securities, INC.
32 Years of Experience
Broker
View SEC Summary
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Areas of Practice
Retirement Planning
Usi Securities, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
139 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Location

95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Usi Securities, INC.Broker
September 2022 - Present · 3 yrs 5 mos
Usi Securities, INC.
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Global Retirement Partners LLC
May 2022 - August 2022 · 3 mos
LPL Financial LLCBroker
May 2022 - August 2022 · 3 mos
Cambridge Investment Research Advisors, INC.
August 2014 - June 2022 · 7 yrs 10 mos
Cambridge Investment Research, INC.Broker
August 2014 - June 2022 · 7 yrs 10 mos
Financial Telesis INCBroker
March 2013 - August 2014 · 1 yr 5 mos
Financial Telesis, INC.
March 2013 - August 2014 · 1 yr 5 mos
HUB International Investment Services INC. (hiis)
September 2012 - December 2020 · 8 yrs 3 mos
HUB International Investment Services INC.Broker
January 2010 - August 2022 · 12 yrs 7 mos
NFP Securities, INC.Broker
September 2003 - March 2010 · 6 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
April 2001 - June 2003 · 2 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - June 2003 · 5 yrs
Cigna Financial Advisors,inc.Broker
August 1993 - June 1998 · 4 yrs 10 mos
State Registrations3 states
AKORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.