Dena Soule
Professional summary
Dena Soule, who also goes by Dena Desiree Clarke, Dena Desiree Stepke, is a registered financial advisor currently at INTEGRATED INVESTMENT CONSULTANTS, LLC located in Bloomfield Hills, Michigan.
Dena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Dena has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dena Soule's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 26, 2015 - Present
INTEGRATED INVESTMENT CONSULTANTS, LLC
Office #1: 40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304October 12, 2010 - May 27, 2015
WELLS FARGO CLEARING SERVICES, LLC
January 1, 2008 - May 27, 2015
WELLS FARGO CLEARING SERVICES, LLC
April 13, 2007 - January 3, 2008
A. G. EDWARDS & SONS, INC.
August 2, 2006 - February 26, 2007
COMERICA SECURITIES
September 30, 2002 - February 26, 2007
COMERICA SECURITIES
Primary Firm SEC Registration
INTEGRATED INVESTMENT CONSULTANTS, LLC
CRD#: 175299 / SEC#: 801-96228
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/26/2015)
Exams
Current Firm
INTEGRATED INVESTMENT CONSULTANTS, LLC
CRD#: 175299 / SEC#: 801-96228
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 933 |
| AUM (Assets Under Management) | $ 773,184,329 |
Red Flags
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