Unclaimed
Darcus Breneman is an investment advisor representative who has been in the financial industry for over 20 years. Darcus is currently registered with Osaic Institutions, Inc. and provides financial planning and portfolio management services. Previously, Darcus was registered with INVEST FINANCIAL CORPORATION and BB&T INVESTMENT SERVICES, INC. Darcus is also registered with the state of Virginia.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
VA
01/25/2018 - Present
Osaic Institutions, Inc. (Winchester VA)
VA
08/04/2016 - 11/27/2017
INVEST FINANCIAL CORPORATION (WINCHESTER VA)
VA
03/22/2006 - 07/01/2016
BB&T INVESTMENT SERVICES, INC. (WINCHESTER VA)
NC
12/02/2003 - 12/31/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
06/03/2003 - 11/07/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
04/19/2002 - 05/12/2003
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
AZ
02/14/1998 - 05/10/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
02/26/1997 - 02/04/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 02/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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