Unclaimed
Darrell T. McManus has over 20 years of experience in the financial services industry. Darrell has a diverse background and has worked with several reputable firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Pacific West Securities, Inc., Hornor, Townsend & Kent, Inc., and Oppenheimer & Co., Inc. Currently, Darrell works for U.S. Bancorp Investments, Inc. and is registered to offer investment advice in Washington. Darrell specializes in retirement planning, portfolio management, mutual funds, variable annuities, and fixed insurance products.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
08/25/2023 - Present
U.s. Bancorp Investments, Inc. (Seattle WA)
WA
09/05/2012 - 06/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
03/14/2011 - 07/12/2012
MORGAN STANLEY SMITH BARNEY (SEATTLE WA)
WA
01/09/2009 - 03/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
10/31/2000 - 04/30/2001
PACIFIC WEST SECURITIES, INC. (RENTON WA)
PA
02/16/1998 - 11/30/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
04/12/1995 - 06/10/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
BOTH
Issued 01/29/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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