Meet Denise Cerveny
Registered Representative
SECAUCUS | NEW JERSEY
DENISE CERVENY, Registered Representative. Denise Cerveny is a dedicated Registered Representative in the financial services industry. Licensed through FINRA with Series 7,24,55 63. She specializes in helping clients achieve their financial goals through personalized investment strategies. Working with Chelsea Financial Services, Denise offers expertise in investing in publicly traded companies, mutual funds, Annuities along with IRA and 529 planning as well as obtaining other fixed products while ensuring compliance with regulatory standards. Passionate about empowering clients with sound financial advice, she is committed to building long-term relationships based on trust and integrity.
Contact Denise via our Contact Form
Area(s) Served: Multiple States
Securities Licenses: Series 7, 63, 55, 24
Licensed to sell securities in: Arizona, California, Colorado, Florida, Hawaii, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Nebraska, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wisconsin
Insurance: Annuities, Guaranteed Life
Licensed to sell insurance in: NJ, SC, PA, TX, IA
๐๐ต๐ฒ๐น๐๐ฒ๐ฎ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฆ๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ๐ ๐ถ๐ ๐ฒ๐ ๐ฐ๐ถ๐๐ฒ๐ฑ ๐๐ผ ๐ณ๐ฒ๐ฎ๐๐๐ฟ๐ฒ ๐ฅ๐ฒ๐ด๐ถ๐๐๐ฒ๐ฟ๐ฒ๐ฑ ๐ฅ๐ฒ๐ฝ๐ฟ๐ฒ๐๐ฒ๐ป๐๐ฎ๐๐ถ๐๐ฒ ๐๐ฒ๐ป๐ถ๐๐ฒ ๐๐ป๐ป ๐๐ฒ๐ฟ๐๐ฒ๐ป๐ ๐ถ๐ป ๐๐ต๐ถ๐ ๐๐ฒ๐ฒ๐ธ’๐ ๐ฅ๐ฒ๐ฝ ๐ฆ๐ฝ๐ผ๐๐น๐ถ๐ด๐ต๐!
Denise hails from Secaucus, New Jersey, and has been with Chelsea for over 10 years. Her time in the financial industry, however, is 28 years and counting.
๐ช๐ฒ ๐ฎ๐๐ธ๐ฒ๐ฑ ๐๐ฒ๐ป๐ถ๐๐ฒ “๐๐๐ฎ ๐พ๐๐๐ก๐จ๐๐?”
“Chelsea Financial’s Management was transparent and extremely inclusive. The team was helpful and shared my client-first mindset, my values, and fit into my long-term growth vision.”
What Denise enjoys most about working in financial services is building new and existing relationships and helping families achieve their financial goals. One big piece of advice she gives for new ๐๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐ด is that there are no dumb questions. Asking questions and asking for help go a long way.
Lastly, along with all our reps, Denise has a clear mission. Her focus points are a client-first mindset and ethical guidance. Clear communication, personalized strategies, and diversification are a must. Building long-term partnerships helps clients make confidential financial decisions through education, planning, and a long-term partnership built on trust.