Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darin? Claim Your ProfileDarin Stoner is a financial advisor with over 30 years of experience in the financial services industry. Darin Stoner is a registered representative with Fidelity Personal AND Workplace Advisors, holding a Series 66 and Series 63 license. Darin Stoner previously worked for Richards Investments and The Stuart-James Company, Incorporated. Darin Stoner has a broad base of experience and knowledge which allows him to provide investment advice and financial planning for individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
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
UT
07/27/2023 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
07/19/1991 - 11/11/1991
RICHARDS INVESTMENTS (SALT LAKE CITY UT)
CO
03/21/1989 - 07/20/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 07/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/09/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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