Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darlene? Claim Your ProfileDarlene Michelson is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Darlene has been in the industry since 1997 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Darlene is registered with the state of Pennsylvania and Texas and is licensed to offer a range of financial services, including investment advice, portfolio management, and retirement 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
05/10/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CAMP HILL PA)
PA
06/09/2006 - 12/09/2009
WELLS FARGO ADVISORS, LLC (PALMYRA PA)
NY
05/13/2003 - 06/10/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
05/01/2002 - 05/09/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
05/21/1998 - 05/01/2002
DIME SECURITIES, INC. (BROOKLYN NY)
NY
04/07/1997 - 05/14/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 12/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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