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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 Queenan is a financial advisor with over 19 years of experience in the industry. Daren is currently registered with Morgan Stanley and holds Series 6, 7, 63, and 65 licenses. Daren has previously worked at E*TRADE Securities LLC, TIAA-CREF Individual & Institutional Services, LLC, VANGUARD MARKETING CORPORATION, and PFS INVESTMENTS INC. Daren offers investment advisory services to a wide range of clients including high-net-worth individuals, corporations, investment companies, insurance companies, charitable organizations, and pension and profit-sharing plans. Daren provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
SC
09/22/2023 - Present
Morgan Stanley (INDIAN LAND SC)
NC
06/03/2021 - 09/05/2023
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NC
09/01/2005 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
PA
04/14/2004 - 08/02/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
GA
07/04/2003 - 04/16/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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