Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Alexander Barreto is an investment advisor representative with Fidelity Personal And Workplace Advisors. Darren has been in the securities industry since 2007. Darren is licensed to conduct business in 53 states, as well as Puerto Rico and the Virgin Islands. Darren holds a Series 6, 7, 63, and 65 license.
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.
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.
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
NC
11/11/2022 - Present
Fidelity Personal AND Workplace Advisors (HARRISBURG NC)
NC
05/27/2021 - 12/31/2021
PRINCIPAL SECURITIES, INC. (Charlotte NC)
NC
03/10/2020 - 05/20/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
03/08/2008 - 11/07/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NY
11/14/2006 - 11/20/2007
CITIGROUP GLOBAL MARKETS INC. (SCARSDALE NY)
NJ
09/14/2006 - 11/10/2006
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NA
10/18/1989 - 10/08/1990
FIRST INVESTORS CORPORATION
IA
Issued 08/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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