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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darla? Claim Your ProfileDarla Jean Cederberg is a financial advisor with Fidelity Personal And Workplace Advisors, based in Stuart, FL. Darla has been in the financial industry for 16 years, and has experience with a variety of firms including Morgan Stanley, Laidlaw & Company (UK) LTD., International Assets Advisory, LLC, Wells Fargo Advisors, LLC, and Edward Jones. Darla is a registered investment advisor in Florida and Texas. Darla Cederberg specializes in a number of areas including Retirement Planning, Investment Advice, College Savings, Estate Planning and Financial Planning.
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.
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2
FL
09/03/2024 - Present
Fidelity Personal AND Workplace Advisors (STUART FL)
FL
06/06/2022 - 01/19/2023
MORGAN STANLEY (STUART FL)
FL
12/03/2020 - 05/05/2022
LAIDLAW & COMPANY (UK) LTD. (BOCA RATON FL)
FL
08/30/2016 - 12/31/2020
INTERNATIONAL ASSETS ADVISORY, LLC (STUART FL)
FL
10/15/2013 - 08/17/2015
WELLS FARGO ADVISORS, LLC (STUART FL)
FL
07/08/2013 - 09/24/2013
EDWARD JONES (STUART FL)
FL
07/16/2012 - 11/07/2012
INVEST FINANCIAL CORPORATION (STUART FL)
PA
03/04/2005 - 02/03/2012
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 08/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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