Unclaimed
Darlene Lewon is a financial advisor with Cetera Advisors LLC, a registered investment advisor. Darlene has been in the financial services industry since 2000. Darlene holds Series 6, 7, and 63 licenses, as well as the SIE exam. Darlene has worked at several firms throughout her career, including LPL Financial LLC and Charles Schwab & Co., Inc. Darlene is currently registered with the state of Pennsylvania.
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.
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.
1
2
PA
04/09/2021 - Present
Cetera Advisors LLC (MURRYSVILLE PA)
PA
08/15/2012 - 04/22/2021
LPL FINANCIAL LLC (MURRYSVILLE PA)
AZ
09/21/2000 - 02/10/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
CT
04/11/2000 - 07/14/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BC
Issued 11/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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