Unclaimed
Bismarck O. Darko is a financial advisor registered with Cetera Investment Advisers LLC and Sageview Advisory Group, LLC. Bismarck has been in the financial services industry since 2014. Bismarck has a wide range of experience in the financial industry, having worked for companies like Goldman Sachs, J.P. Morgan, and USAA Financial Advisors. Bismarck holds Series 6, 7, 63, and 65 licenses and has earned the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Bismarck's current firm, Cetera Investment Advisers, has a long history of providing investment advisory services to individuals, businesses, and institutions. Sageview Advisory Group, LLC, is a registered investment advisor with a focus on providing customized financial planning and investment management services to individuals and families. Bismarck's focus is on providing personalized financial advice and investment management services to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
05/16/2024 - Present
Cetera Investment Advisers LLC (IRVING TX)
TX
12/01/2021 - 10/25/2023
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
03/12/2020 - 09/04/2021
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
04/03/2019 - 03/05/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
06/17/2014 - 02/12/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
09/18/2013 - 06/12/2014
J.P. MORGAN SECURITIES LLC (FARMERS BRANCH TX)
IA
Issued 03/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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