Unclaimed
Darpan Adhyapak is a financial advisor associated with LPL Financial LLC. Darpan has been in the financial services industry since 2004. Darpan has a Series 6 and Series 63 license. They provide financial planning services and portfolio management for businesses and individuals. Darpan has experience with Santander Securities LLC and IFMG Securities, Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
04/08/2016 - Present
LPL Financial LLC (WHITE PLAINS NY)
CT
09/19/2012 - 12/18/2015
SANTANDER SECURITIES LLC (WEST HARTFORD CT)
CT
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (SOUTH WINDSOR CT)
CT
04/16/2004 - 05/27/2008
IFMG SECURITIES, INC. (EAST HARTFORD CT)
BC
Issued 05/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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