Denise Michelle Dunn

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2005 → Present
  The Center For Financial Planning
  Southfield, MI
• 03/1994 → Present
  Raymond James Financial Services, Inc.
  West Bloomfield, MI
• 12/2006 → Present
  Dunn Financial Services Corp.
  West Bloomfield, MI
• 08/2005 → Present
  Raymond James Financial Services Advisors Inc.
  West Bloomfield, MI

Other Businesses

(1)Name of Business: Dunn Financial Services Corp Address: 41850 W 11 Mile Road #235, Novi, MI, 48375, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/07/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: All business is conducted through RJFS...this is just a business name

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-21
• S63 Uniform Securities Agent State Law Examination
  2000-02-28

Other Names

• Denise Michelle Ciuffetelli