Unclaimed
Darin Souza is an investment advisor representative with Catalytic Wealth Management. Darin has been in the financial services industry since August 2006 and is registered in Massachusetts. Darin has also been a committee member for the Cohasset MA's Community Preservation Committee. Darin has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Darin's previous employers include FIRST REPUBLIC SECURITIES COMPANY, LLC, WELLS FARGO CLEARING SERVICES, LLC, CREDIT SUISSE SECURITIES (USA) LLC, and LEHMAN BROTHERS INC.
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.
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
MA
10/12/2023 - Present
Catalytic Wealth Management (CAMBRIDGE MA)
MA
03/02/2018 - 10/02/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
MA
02/16/2016 - 03/06/2018
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
MA
08/08/2008 - 03/08/2016
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
MA
08/29/2006 - 08/21/2008
LEHMAN BROTHERS INC. (BOSTON MA)
BOTH
Issued 08/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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