Unclaimed
Darin Gerard Svihovec is a financial advisor with Osaic Wealth, Inc. based in Mandan, ND. Darin has over 23 years of experience in the financial services industry and holds Series 6, 7, and 66 licenses as well as the SIE exam. He is a Certified Financial Planner and offers financial planning services to individuals, businesses, and charitable organizations.
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.
1
2
ND
01/19/2024 - Present
Osaic Wealth, Inc. (Mandan ND)
ND
10/31/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BISMARCK ND)
ND
11/01/2013 - 11/01/2017
INVESTMENT CENTERS OF AMERICA, INC. (BISMARCK ND)
ND
11/28/2012 - 11/18/2013
SECURITIES AMERICA, INC. (BISMARCK ND)
ND
05/22/2007 - 11/30/2012
EAGLE ONE INVESTMENTS, LLC (BISMARCK ND)
ND
12/14/2004 - 05/22/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (BISMARCK ND)
CA
02/04/2004 - 12/13/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
GA
08/07/2000 - 11/26/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 05/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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