Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darien? Claim Your ProfileDarien Dacosta is an investment advisor representative with Ameritas Advisory Services, LLC. Darien has been in the securities industry since 1994 and is licensed to sell securities in New York. Darien is also a registered investment advisor with Ameritas Advisory Services, LLC. Darien holds the Series 6, Series 63, and Series 65 licenses. Darien has a background in financial planning and portfolio management. Darien is a licensed insurance agent in Nebraska and Ohio and has experience in managing rental properties.
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.
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
NY
11/01/2021 - Present
Ameritas Advisory Services, LLC (SUFFERN NY)
NY
05/16/2006 - 06/30/2006
CARILLON INVESTMENTS, INC. (NEW YORK NY)
IL
12/19/2003 - 04/17/2006
GBS RETIREMENT SERVICES, INC. (ROLLING MEADOWS IL)
MO
07/01/2003 - 12/17/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/14/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/30/1997 - 07/07/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
10/08/1994 - 10/15/1996
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 08/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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