Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrell? Claim Your ProfileDarrell Alve McCroskey is a financial advisor who has been in the industry since 1982. Darrell is currently registered with Oakwood Capital, Inc. in North Dakota. Previously, Darrell was registered with OAKWOOD CAPITAL SECURITIES, INC. and WOODBURY FINANCIAL SERVICES, INC.. Darrell has passed a number of exams including Series 66, Series 65, Series 63, Series 8, Series 7, and Series 3. Darrell's specialties include financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
Solicitor fees
1
2
MN
06/14/2016 - Present
Oakwood Capital, Inc. (ST. LOUIS PARK MN)
ND
10/10/2011 - 12/31/2023
OAKWOOD CAPITAL SECURITIES, INC. (Fargo ND)
ND
04/09/2010 - 10/11/2011
WOODBURY FINANCIAL SERVICES, INC. (FARGO ND)
NY
08/26/1982 - 12/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/18/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
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