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John Charles Desena

NATIONAL ASSET MANAGEMENT, INC.·BOCA RATON, Florida
SIE, Series 7, Series 63, Series 99Clean recordNATIONAL ASSET MANAGEMENT, INC.
5000 T-REX AVENUE, BOCA RATON, FL 33431CRD# 2445224Firm CRD# 115927

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Charles Desena · BOCA RATON, FL
Registration
CRD #2445224 · NATIONAL ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
B. RILEY WEALTH ADVISORS, INC.
CRD 115927 · SEC 801-64837
AUM
$7.6B
Regulatory assets under management
Employees
457
20,038 client accounts
Services offered by B. RILEY WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at B. RILEY WEALTH ADVISORS, INC. →
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04

Frequently Asked Questions

What services does John Charles Desena offer?
John Charles Desena specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are John Charles Desena's credentials?
John Charles Desena is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Charles Desena located?
John Charles Desena is based in BOCA RATON, Florida, working with NATIONAL ASSET MANAGEMENT, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does John Charles Desena charge for services?
John Charles Desena's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NATIONAL ASSET MANAGEMENT, INC.?
NATIONAL ASSET MANAGEMENT, INC. has approximately 457 employees and manages $7.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NATIONAL ASSET MANAGEMENT, INC.

Paul Andrew Keaton
NEW YORK, NY
Daniel Ortega
BOCA RATON, FL
Donald Kenneth Runkle
BOCA RATON, FL
William Lawrence Groeneveld
BOCA RATON, FL
David Charles Levine
SEATTLE, WA
Robert Bruce Fagenson
SEATTLE, WA

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