Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daren? Claim Your ProfileDaren C. Jepson is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Daren has been a registered representative for over 15 years and holds the following licenses and registrations: Series 63, Series 66, Series 7, and SIE. Daren is also registered with the state of Texas as a Registered Investment Advisor. Daren has extensive experience in the financial services industry and provides financial advice to a wide range of clients, including individuals, families, and businesses. Daren is passionate about helping clients achieve their financial goals and believes that financial planning is an essential part of a successful life. Daren is also active in the community and is a member of the Salt Lake City Chamber of Commerce. In addition to Daren's work as a financial advisor, Daren is also the managing member of Vienna Properties, LLC.
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.
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
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 11/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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