Unclaimed Profile

Denise Louise Kowitz

MOLEWSKI FINANCIAL SOLUTIONS LLC·BETHLEHEM, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 63, Series 65ChFCClean record21 years registeredMOLEWSKI FINANCIAL SOLUTIONS LLC

100 GATEWAY DRIVE, SUITE 300, BETHLEHEM, PA 18017CRD# 1752858Firm CRD# 109437

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Denise Louise Kowitz · BETHLEHEM, PA

Registration

CRD #1752858 · MOLEWSKI FINANCIAL SOLUTIONS LLC · 21 years registered

Brand Profile

Not yet started

Career History

CAPFINANCIAL SECURITIES, LLC.

Feb 2022 – present

CAPTRUST

Sep 2015 – present

MFP STRATEGIES

Nov 2008 – Dec 2015

BETHLEHEM, PA

AXA ADVISORS, LLC

Aug 2007 – Feb 2008

BETHLEHEM, PA

SIGNATOR INVESTORS, INC.

Sep 2004 – Dec 2005

ALLENTOWN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 7, 2004

Years registered · 21

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOLEWSKI FINANCIAL SOLUTIONS LLC

CRD 109437 · SEC 801-57622

AUM

$4.3B

Regulatory assets under management

Employees

140 client accounts

Services offered by MOLEWSKI FINANCIAL SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOLEWSKI FINANCIAL SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Denise Louise Kowitz offer?

Denise Louise Kowitz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.

What are Denise Louise Kowitz's credentials?

Denise Louise Kowitz holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Denise Louise Kowitz located?

Denise Louise Kowitz is based in BETHLEHEM, Pennsylvania, working with MOLEWSKI FINANCIAL SOLUTIONS LLC. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.

How does Denise Louise Kowitz charge for services?

Denise Louise Kowitz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOLEWSKI FINANCIAL SOLUTIONS LLC?

MOLEWSKI FINANCIAL SOLUTIONS LLC has approximately 24 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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