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Darlene Ann Lewon

Cetera Advisors LLC

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About Darlene Ann Lewon

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.

Firm Information

Darlene Lewon is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Darlene Lewon’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Darlene Ann Lewon. Review regulatory record here.
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