Denise Ann Setzer

Employer firm

Financial Security Advisory Inc CRD 110746

$1.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → Present
  Financial Security Management, Inc
  Virginia Beach, VA
• 11/2014 → 12/2018
  Midgett Preti Olanson
  Virginia Beach, VA

Other Businesses

FINANCIAL SECURITY GROUP, INC.; INVESTMENT-RELATED: YES; ADDRESS: 477 VIKING DRIVE, STE 305, VIRGINIA BEACH VA 23452; NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE SALES, FINANCIAL ADVISORY SERVICES; POSITION: AGENT; START DATE: 7/10/2023; APPROX. HRS PER MO: 120; APRROX HRS DURING TRADING HRS: 120; DUTIES: PREPARE QUOTES AND APPLICATIONS FOR LIFE AND HEALTH INSURANCE, PREPARE FINANCIAL PLANS & PROVIDE ADVISORY SERVICES. HEALTHY LIVING WITH DENISE; INVESTMENT RELATED: NO; ADDRESS: 4585 DUFFY DRIVE, VIRGINIA BEACH, VA 23462; NATURE OF BUSINESS: AROMATHERAPY; POSITION: OWNER; START DATE: 4/2017; APPROX. HRS PER MO: 10-12; APRROX HRS DURING TRADING HRS: 1; DUTIES: SALES OF ESSENTIAL OILS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-10
• S63 Uniform Securities Agent State Law Examination
  2021-02-11

Other Names

• Denise Ann Borsari
• Denise Ann Coite