Unclaimed
Darla Jean Pellersels is a financial advisor who has been in the industry since June 10, 2013. Darla is currently registered with Cambridge Investment Research Advisors, Inc. and has been registered with the firm since February 2018. Darla also has a previous registration with AMERITAS INVESTMENT CORP. and CCF INVESTMENTS, INC. Darla Jean Pellersels holds Series 6, Series 63, Series 65, and SIE licenses. Darla has worked in various roles in the financial industry, including as an advisory representative, investment representative, and independent insurance agent. Darla Jean Pellersels is licensed to provide financial services in multiple states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NV
09/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (Henderson NV)
NV
06/21/2017 - 02/22/2018
AMERITAS INVESTMENT CORP. (Henderson NV)
NV
06/11/2013 - 06/21/2017
CCF INVESTMENTS, INC. (Henderson NV)
IA
Issued 01/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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