Denise Jean Rich

Current Employers

Employment History

• 07/2006 → 08/2019
  Prestige Wealth Management
  Woodbury, MN
• 08/2019 → 06/2024
  Securities America, Inc.
  Inver Grove Heights, MN
• 11/2020 → Present
  Usadvisors Wealth Management, Llc
  Inver Grove Heights, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Inver Grove Heights, MN

Other Businesses

1. USADVISORS WEALTH MANAGEMENT POSITION: Wealth Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 100 START DATE: 11/23/2020 ADDRESS: 5774 Blackshire Path, Inver Grove Heights MN 55076, United States DESCRIPTION: meet with clients and prospects. create financial plans. Open Accounts. Allocation investments. Review Allocations. Advisory services 2. USADVISORS INSURANCE POSITION: Producer NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/08/2024 ADDRESS: 5774 Blackshire Path, Inver Grove Heights MN 55076, United States DESCRIPTION: Insurance producer - I am newly licensed and have not met with any prospective clients yet. 3. MINNEAPOLIS WOMEN'S ROTARY POSITION: member NATURE: This is a venue for networking, friendship and to raise money for charities who benefit women and children in Minnesota INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2024 ADDRESS: 7300 Metro Blvd., Suite 630, Minneapolis MN 55439, United States DESCRIPTION: I am a member and I volunteer for selection of organization to be benefactors of the fundraising events.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-19
• S63 Uniform Securities Agent State Law Examination
  2004-05-07