Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrell? Claim Your ProfileDarrell William Reese is an investment advisor representative at LPL Financial LLC. Darrell has been in the securities industry since February 24, 1999. Darrell has a broad range of experience, having worked at Raymond James Financial Services, Inc., Ameriprise Financial Services, Inc., RBC Capital Markets, LLC and UBS Financial Services Inc. Darrell is licensed in 36 states and the District of Columbia and is registered as an investment advisor representative in Montana and Texas. Darrell has a broad range of product and service offerings including financial planning, portfolio management, and consulting. Darrell's specialties include investments, retirement planning, insurance and wealth management.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MT
12/06/2022 - Present
LPL Financial LLC (HAMILTON MT)
MT
03/13/2014 - 12/08/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (HAMILTON MT)
TX
07/27/2011 - 03/10/2014
AMERIPRISE FINANCIAL SERVICES, INC. (SUGAR LAND TX)
TX
02/22/2005 - 02/23/2011
RBC CAPITAL MARKETS, LLC (HOUSTON TX)
NJ
09/23/1998 - 03/14/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 10/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 04/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2002
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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