Unclaimed
Darin Frandsen is a financial advisor with over 15 years of experience. Darin has been registered with Raymond James Financial Services Advisors, Inc. since July 2022. Darin has held the Series 66, Series 7 and SIE licenses. Previously, Darin worked at Edward Jones from February 2008 until July 2022. Darin has experience working with high net worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans and state or municipal government entities. Darin is a registered investment advisor in Texas and Utah. Darin is licensed to sell securities in 20 states. Darin's specialties include portfolio management, financial planning, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
07/27/2022 - Present
Raymond James Financial Services Advisors, Inc. (St. George UT)
UT
04/14/2008 - 07/22/2022
EDWARD JONES (ST GEORGE UT)
BOTH
Issued 04/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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