DM
ChFC
DM
ChFC

Denise Maleski

27 Years of Experience
Factoryville, PA
BrokerSells Insurance

Denise Maleski is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Factoryville, PA, with 27 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

233 Dgk Ln, Factoryville, PA, 18419

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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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Other Business ActivitiesSells Insurance

Denise is an agent selling life, health, and disability insurance with various companies, dedicating nearly full-time hours to this. She also holds positions at DGK Insurance, Premier Premium Services, and RDDM Investments LLC, spending about 10-20% of her time at DGK Insurance and RDDM Investments LLC, and minimal time at Premier Premium Services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
July 2017 - June 2023 · 5 yrs 11 mos
Tower Square Securities, INC.Broker
October 1998 - September 2013 · 14 yrs 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Denise Maleski - Financial Advisor | TrueAdvisor