Unclaimed
Darren Dequatro is a financial advisor at Steward Partners Investment Advisory, LLC. Darren has been in the financial industry since 2007. Darren has a strong background in financial planning and investment management, and is committed to providing personalized financial advice to help clients achieve their financial goals. Darren holds the Series 7, Series 31, Series 63, and Series 66 licenses. Darren is a registered representative of Raymond James Financial Services, Inc. and an Investment Advisor Representative (IAR) for Steward Partners Investment Advisory, LLC. Darren also owns and operates single family residences and is a passive investor in Arrowsight, Inc.
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.
1
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 02/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Darren Dequatro is the right advisor for you? Invested Better is here to help.