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Denise M

Series 63, Series 66

Ray Township, MI

OSAIC Institutions, INC.

Denise Mathews is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. She has worked at Infinex Investments, Inc. since 2008 and previously held a position at Fifth Third Securities, Inc. from 2005 to 2006. OSAIC Institutions serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory engagements and financial planning, delivering services on both discretionary and non-discretionary bases while utilizing a broad affiliate and referral ecosystem.

Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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