Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrel? Claim Your ProfileDarrel Varrelmann is a financial professional with over 30 years of experience in the industry. Darrel is currently registered with Bok Financial Securities, Inc. and has been with the firm since April 2018. Previously, Darrel worked for several other firms including Mosaic Capital, LLC, Mizuho Securities USA Inc., Wells Fargo Securities, LLC, and J.P. Morgan Securities Inc. Darrel is a Series 7, Series 10, Series 9, Series 3 and Series 63 licensed financial professional and holds the SIE designation.
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.
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.
Furnishes advice about securities in any manner not described above.
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
TX
04/09/2018 - Present
BOK Financial Securities, Inc. (Richardson TX)
CA
10/03/2016 - 03/23/2018
MOSAIC CAPITAL, LLC (Santa Monica CA)
CA
08/21/2013 - 02/17/2016
MIZUHO SECURITIES USA INC. (SAN FRANCISCO CA)
CA
05/05/2010 - 07/09/2013
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
05/05/2009 - 04/27/2010
COHEN & COMPANY SECURITIES, LLC (SAN FRANCISCO CA)
CA
10/01/2008 - 03/16/2009
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
CA
05/16/2000 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
NY
01/18/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/13/1987 - 05/11/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
09/24/1985 - 03/20/1987
L. F. ROTHSCHILD, UNTERBERG, TOWBIN, INC.
BC
Issued 10/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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