Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Dequatro is a financial advisor with Steward Partners Investment Advisory, LLC, in New York, NY. Darren has over 15 years of experience in the financial services industry, having worked with several firms including UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, and Raymond James Financial Services, Inc. Darren's previous roles have given him experience in several areas of financial services, including investment advisory, brokerage, and trading. Darren is a Series 7, 31, 63 and 66 licensed financial advisor. He also holds a SIE designation. Darren is dedicated to providing his clients with personalized financial advice and customized investment strategies tailored to their individual needs and goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
12/06/2017 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NY
11/30/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
11/21/2008 - 12/11/2017
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
08/27/2007 - 01/07/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
BOTH
Issued 2/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 8/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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