Unclaimed
Darren Anthony Koch is a financial advisor who has been in the industry since 1994. Darren is currently registered with Steigerwald, Gordon & Koch - Wealth Advisors and has been with the firm since January 2005. Darren has worked with a number of other firms in the past, including Charles Schwab & Co., Inc., CITICORP INVESTMENT SERVICES, WASHINGTON SQUARE SECURITIES, INC. and FORTIS INVESTORS, INC. Darren holds the following licenses: Series 6, Series 7, Series 63 and Series 66. Darren also holds a designation. Darren specializes in providing financial planning, portfolio management for businesses and portfolio management for individuals.
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.
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
VA
02/11/2005 - Present
Steigerwald, Gordon & Koch - Wealth Advisors (LEESBURG VA)
TX
12/21/1998 - 11/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
05/22/1998 - 11/09/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CT
08/03/1994 - 02/21/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
04/27/1994 - 08/10/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 04/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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