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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daren? Claim Your ProfileDaren Powers is a financial advisor at Avantax Advisory Services, a large firm with a focus on providing financial planning and portfolio management services to a wide range of clients, including individuals, families, and businesses. Daren has been a registered representative since 1998 and holds a number of professional licenses, including Series 6, Series 7, Series 63, and Series 65 licenses. Daren also has a background in tax preparation and accounting. Daren is committed to helping his clients achieve their financial goals and offers a variety of services, including financial planning, investment management, and insurance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WI
09/22/1998 - Present
Avantax Advisory Services (NEW RICHMOND WI)
IA
Issued 06/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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