Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Benjamin Stance is a financial advisor with over 20 years of experience in the industry. Darren is currently registered with Charles Schwab & Co., Inc. and has been with the firm since April 2011. Before that, Darren was registered with various firms, including Royal Alliance Associates, Inc., Planco Financial Services, LLC, UVEST Financial Services Group, Inc., Wachovia Securities, LLC, Dreyfus Service Corporation, A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Gruntal & Co. Incorporated. Darren holds several licenses, including Series 63, Series 65, Series 66, and Series 7. Darren has expertise in financial planning and selection of other advisers, and is a wrap fee program sponsor.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
01/02/2019 - Present
Charles Schwab & CO., Inc. (Boca Raton FL)
FL
12/09/2010 - 04/01/2011
ROYAL ALLIANCE ASSOCIATES, INC. (FT. LAUDERDALE FL)
CT
05/01/2007 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
FL
07/12/2006 - 09/13/2006
UVEST FINANCIAL SERVICES GROUP, INC. (FT. LAUDERDALE FL)
MO
01/29/2003 - 03/14/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/29/2001 - 01/10/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
MO
12/15/2000 - 11/29/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/06/1999 - 12/21/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/02/1996 - 06/30/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
10/20/1995 - 08/08/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 6/2/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 4/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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