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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darin? Claim Your ProfileDarin Dequardo is a registered investment advisor representative with On Investment Management Co. Darin has been in the financial industry for over 20 years. Darin is licensed to provide investment advice in Kentucky and Wisconsin. Darin has a Series 6, 63, 65, and SIE license. Darin has experience providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Darin works with On Investment Management Co. in the Madison, Wisconsin office.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
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2
WI
08/26/2021 - Present
ON Investment Management Co. (Madison WI)
OH
05/14/2002 - 12/31/2004
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IA
Issued 08/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/03/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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