Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrell? Claim Your ProfileDarrell Avery is an investment advisor representative with Cetera Investment Advisers LLC and has been in the industry since February 13, 1995. Avery's experience includes positions with Ameriprise Financial Services, Inc., Bankoh Investment Services, Inc., and PNMR Securities, Inc. Avery holds a Series 7, Series 24, Series 63, and Series 65 licenses. Avery specializes in providing financial planning, portfolio management for businesses and individuals, selection of other advisors, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
1
2
HI
04/18/2018 - Present
Cetera Investment Advisers LLC (EWA BEACH HI)
HI
11/27/2017 - 02/09/2018
AMERIPRISE FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
10/03/1994 - 08/28/2017
BANKOH INVESTMENT SERVICES, INC. (MILILANI HI)
MA
09/15/1994 - 09/30/1994
PNMR SECURITIES, INC. (BOSTON MA)
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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