Senior Financial Advisor @ (September 2019 - December 2020)
Senior Financial Advisor @ (September 2014 - September 2019)
Flagship UHNW Investment Manager @ (June 2008 - September 2014)
Flagship Assigned Representative @ (June 2005 - June 2008)
Retirement Specialist @ (October 2003 - June 2005)
Steven Denton Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.)
University of South Carolina
Master of Business Administration (M.B.A.)
Steven Denton Skills
Mutual Funds
Series 7
Series 63
Retirement Planning
Investments
Wealth Management
Asset Allocation
Retirement
Securities
Equities
Financial Planning
Portfolio Management
Fixed Income
Investment Strategies
Certified Financial Planner
Steven Denton Summary
Steven Denton, based in Charlotte, NC, US, is currently a Wealth Manager | Partner at Merit. Steven Denton brings experience from previous roles at Belmont Capital Advisors and Vanguard. Steven Denton holds a Bachelor of Science (B.S.) @ University of North Carolina at Charlotte. With a robust skill set that includes Mutual Funds, Series 7, Series 63, Retirement Planning, Investments and more. Steven Denton has 2 emails on RocketReach.
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