Unclaimed
Bismarck O. Darko is a financial advisor with over 10 years of experience in the industry. Bismarck is currently registered with Cetera Investment Advisers LLC and Sageview Advisory Group, LLC. Bismarck offers a range of services including financial planning, portfolio management, and pension consulting. Bismarck holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Bismarck is also a Certified Financial Planner and a Chartered Financial Consultant.
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 3/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/9/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bismarck Darko is the right advisor for you? Invested Better is here to help.