Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dara? Claim Your ProfileDara Haney is an investment advisor representative with First Citizens Investor Services, Inc. Dara has been in the industry since 2004. Dara is registered with the state of North Carolina, as well as Virginia. Dara is currently working out of the Raleigh, NC office. Dara has passed the Series 63, 65 and the SIE exams. Dara is a licensed broker.
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.
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.
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NC
05/06/2020 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
BC
Issued 10/30/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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