Unclaimed
Darrell Victor Szymanski is an Investment Advisor Representative at The Pacific Financial Group, Inc., a firm based in BELLEVUE, WA. Darrell is registered with the state of California and Washington. The Pacific Financial Group, Inc. specializes in providing financial planning, portfolio management for individuals and businesses. The firm has approximately 400 clients and manages $3,734,718,964 in regulatory assets. Darrell Victor Szymanski is registered with the state of California and Washington.
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.
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.
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CA
08/19/2015 - Present
THE Pacific Financial Group, Inc. (LIVERMORE CA)
CA
04/13/2005 - 12/23/2008
ICON SECURITIES CORP. (SAN FRANCISCO CA)
TX
05/15/2001 - 03/22/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 07/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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