Unclaimed
Darrell Eugene Masters is a financial advisor with over 30 years of experience in the industry. Darrell is registered with Cambridge Investment Research Advisors, Inc. and is currently licensed in 13 states. Darrell has experience in the financial industry going back to 1991. Previously Darrell worked for The Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation. Darrell specializes in providing financial planning, portfolio management, and pension consulting services. Darrell holds the Certified Financial Planner designation and is also a Series 6, Series 7 and SIE exam holder. Darrell is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
04/21/2005 - Present
Cambridge Investment Research Advisors, Inc. (CINCINNATI OH)
IN
02/28/1992 - 05/06/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
02/28/1992 - 04/26/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MA
07/25/1991 - 12/05/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/25/1991 - 12/05/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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