Unclaimed
Darrell Archer Cleland is a financial advisor in Roseville, CA. Darrell has been in the financial industry for over 23 years. He currently works for Ameriprise Financial Services, LLC and has previously worked for Ameriprise Advisor Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Darrell is licensed to provide investment advisory services in 14 states, including California, Texas and Florida.
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
CA
09/13/2016 - Present
Ameriprise Financial Services, LLC (ROSEVILLE CA)
CA
05/18/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ROSEVILLE CA)
CA
03/09/2000 - 05/23/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
BOTH
Issued 03/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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