Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrell? Claim Your ProfileDarrell Samuel Montgomery is an investment advisor representative with Vanguard Advisers, Inc. Darrell has been in the securities industry since 2004. He has a Series 6, 7, 63 and 65 licenses and his professional designations include the SIE. Darrell is registered with the states of Delaware, Pennsylvania and Texas. Darrell has experience with both individuals and businesses and specializes in portfolio management, financial planning, and selection of other advisors.
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.
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
PA
07/01/2019 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
09/08/2009 - 04/21/2010
LPL FINANCIAL CORPORATION (MEDIA PA)
PA
01/25/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (MEDIA PA)
CO
09/24/2004 - 02/01/2008
NEW ENGLAND SECURITIES (DENVER CO)
NJ
01/30/2004 - 07/14/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 08/10/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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