Unclaimed
Darrell Reynard is an active Investment Advisor Representative and Registered Representative. Darrell has been in the industry for over 30 years. Darrell is currently registered with Robert W. Baird & Co. Inc. Previously, Darrell was registered with EF LEGACY SECURITIES, LLC, SANDERS MORRIS HARRIS LLC, CHEVY CHASE FINANCIAL SERVICES, SUNTRUST SECURITIES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., FIRST UNION SECURITIES, INC., FIRST UNION BROKERAGE SERVICES, INC. and FORTIS INVESTORS, INC. Darrell has passed the Series 6, 7, 63 and 65 exams, as well as the Securities Industry Essentials (SIE) exam. Darrell's specializations include investments in securities, commodities, futures, fixed income, mutual funds, variable annuities, and other products. Darrell is a well-seasoned and experienced financial professional.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
VA
09/05/2024 - Present
Robert W. Baird & Co. Inc. (Fairfax VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ALEXANDRIA VA)
VA
11/10/2006 - 04/22/2016
SANDERS MORRIS HARRIS LLC (ALEXANDRIA VA)
MD
03/15/2005 - 10/06/2006
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
GA
07/15/2004 - 02/09/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MA
03/12/2001 - 07/14/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
10/01/2000 - 03/01/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/23/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
06/15/1993 - 01/18/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 04/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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