Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darin? Claim Your ProfileDarin Lamone Daniels is an investment advisor with over 20 years of experience in the financial services industry. Currently, Darin works as a registered representative for Tiaa-cref Individual & Institutional Services, LLC in Frisco, TX. Darin has previously worked for Chase Investment Services Corp., CitiStreet Equities LLC, and Fidelity Investments Institutional Services Company, Inc. Darin holds several licenses and certifications including Series 65, Series 63, Series 26, SIE and Series 7.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
05/16/2008 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
03/30/2005 - 05/06/2008
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
NJ
07/12/2004 - 02/24/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
RI
06/27/2001 - 10/30/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
11/09/1998 - 06/28/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 08/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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