Unclaimed
Darrell Lynn Marquardt is a financial advisor with PFS Investments Inc. Darrell has been in the financial services industry since 1994. Darrell has a Series 6, Series 63, Series 26 and a Series 65 license. Darrell has a strong track record of helping clients reach 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NE
01/31/2019 - Present
PFS Investments Inc. (OMAHA NE)
IA
Issued 06/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Darrell Marquardt is the right advisor for you? Invested Better is here to help.