Denise Elizabeth Mathews

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 03/2008 → Present
  Infinex Investments, Inc
  New Baltimore, MI

Previous Registrations

• 2005-02-22 → 2006-09-29
  Fifth Third Securities, Inc.
  Fair Haven, MI
  Fair Haven, MI

Exams

• S66 Uniform Combined State Law Examination
  2016-10-03
• S63 Uniform Securities Agent State Law Examination
  1999-03-04

Other Names

• Denise Elizabeth Matthews
• Denise Elizabeth Drake
• Denise Elizabeth Harnish
• Denise Elizabeth Dereszewski