Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darlene? Claim Your ProfileDarlene Giz is a financial advisor at Kestra Advisory Services, LLC. Darlene has over 20 years of experience in the financial services industry. She is registered with the state of New Jersey as an Investment Advisor Representative (IAR). Darlene specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. She is also registered with the state of New Jersey as a Broker-Dealer. Darlene is committed to providing her clients with personalized financial advice and services that help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/13/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NJ
04/30/2020 - 04/04/2024
PRINCIPAL SECURITIES, INC. (PARSIPPANY NJ)
TX
05/25/2019 - 04/06/2020
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NY
03/01/2017 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
02/21/2013 - 02/22/2017
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NY
02/01/2011 - 06/05/2012
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
03/24/2006 - 01/13/2011
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NJ
04/29/2005 - 03/13/2006
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
GA
07/27/2004 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
NY
04/10/2001 - 07/22/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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