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Darlene Van beek

Money Concepts Capital Corp.

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About Darlene Van beek

Darlene Van beek is a registered investment advisor representative with Money Concepts Capital Corp., a firm based in Palm Beach Gardens, Florida. Darlene has been working in the financial services industry since October 2013. Darlene is a licensed Series 7 and 66 representative, and she holds the Securities Industry Essentials (SIE) certification. Darlene has been registered with Money Concepts Capital Corp. since December 2014. Darlene has also been registered with AXA Advisors, LLC and Edward Jones in the past. Darlene specializes in providing financial planning, general consulting services, and portfolio management services to individuals, businesses, and retirement plans. Darlene also serves as a Board Member for the Kiwanis Goergia Online Club and owns a DBA known as Van Beek Advisors, LLC.

Firm Information

Darlene Van beek is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Darlene Van beek’s Registration & Firm History

FL

12/19/2014 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

GA

06/03/2014 - 12/08/2014

AXA ADVISORS, LLC (ATLANTA GA)

GA

09/30/2013 - 05/13/2014

EDWARD JONES (MARIETTA GA)

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Licenses & Designations

BOTH

Issued 10/18/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Darlene Van beek.
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