Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darla? Claim Your ProfileDarla Wise is a financial advisor with over 14 years of experience in the industry. Darla is currently registered with Merit Financial Advisors, and holds a Series 6, 7, 63, and 65 license, as well as the SIE. Darla has worked with individuals, families, businesses, and charitable organizations, and has a wealth of experience providing financial planning, investment management, and retirement planning services.
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.
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.
Consulting fees
1
2
PA
05/22/2023 - Present
Merit Financial Advisors (Williamsport PA)
PA
05/19/2023 - 08/16/2024
LPL FINANCIAL LLC (WILLIAMSPORT PA)
PA
07/17/2020 - 05/23/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (williamsport PA)
PA
02/22/2010 - 07/24/2020
VOYA FINANCIAL ADVISORS, INC. (WILLIAMSPORT PA)
IA
Issued 11/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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