Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daren? Claim Your ProfileDaren Friedle is a financial advisor who has been in the industry since 1991. He is currently registered with LPL Financial LLC in Templeton, California. Daren Friedle has a broad range of experience, having worked with several firms including Edward Jones, WM Financial Services, Inc., Great Western Financial Securities Corporation, and M.L. Stern & Co. Inc. Daren Friedle holds several licenses including Series 63, Series 66, and Series 7. Daren Friedle is also a Registered Investment Advisor in California and Texas.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
03/22/2021 - Present
LPL Financial LLC (TEMPLETON CA)
CA
05/03/2000 - 05/22/2013
EDWARD JONES (PASO ROBLES CA)
CA
05/01/1998 - 05/16/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
04/25/1992 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
02/21/1992 - 04/27/1992
M.L. STERN & CO. INC. (BEVERLY HILLS CA)
CA
05/22/1990 - 06/24/1991
M.L. STERN & CO. INC. (BEVERLY HILLS CA)
BOTH
Issued 01/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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