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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darlene? Claim Your ProfileDarlene Perna is a financial advisor who has been in the industry since November 1999. Darlene is currently registered with Wells Fargo Advisors Financial Network, LLC. Darlene is a registered representative and investment advisor representative in Florida and Texas. Darlene also has a Series 7, Series 9, Series 10, and Series 63 license. Darlene has been in the industry for over two decades and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Darlene also provides financial planning services to individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
01/24/2020 - Present
Wells Fargo Advisors Financial Network, LLC (MELBOURNE FL)
FL
01/01/2008 - 01/24/2020
WELLS FARGO CLEARING SERVICES, LLC (MERRITT ISLAND FL)
FL
05/19/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MERRITT ISLAND FL)
MO
12/21/2000 - 05/19/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
MO
10/07/1999 - 11/24/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 02/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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