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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 R Ouellette is a financial advisor who has been in the industry since 1998. She is currently registered with Ameriprise Financial Services, LLC and has a Series 7, Series 63, Series 66, and SIE license. Darlene has previously worked for UBS Financial Services Inc. and Edward Jones. She has a wide range of experience in financial planning, portfolio management, and asset allocation. Darlene is committed to providing her clients with personalized financial advice and strategies to help them reach their financial goals. She is a Registered Representative with Ameriprise Financial Services, Inc. and an Investment Advisor Representative with Ameriprise Financial Services, LLC.
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.
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.
Asset allocation services
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.
1
2
MA
11/07/2022 - Present
Ameriprise Financial Services, LLC (ANDOVER MA)
MA
01/27/2014 - 05/31/2016
EDWARD JONES (METHUEN MA)
MA
04/24/1998 - 07/17/2012
UBS FINANCIAL SERVICES INC. (ANDOVER MA)
BOTH
Issued 07/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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