Unclaimed
Darin Leong is a financial advisor who has been in the industry since 2016. Darin is registered with Planmember Securities Corp. and is licensed to sell securities in Colorado, Hawaii and New Mexico. Darin is a licensed Investment Advisor Representative and has worked for First insurance Company of Hawaii, PlanMember Securities Corporation and Chinen & Arinaga Financial Group. Darin specializes in providing financial planning, portfolio management and other investment services to businesses and individuals. Darin is also a certified educator for National Benefit Services and presents financial education presentations.
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.
Provides investment supervisory services
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.
1
2
HI
04/05/2017 - Present
Planmember Securities Corp. (Mililani HI)
IA
Issued 04/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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