Unclaimed
Darren Carlyle White is a financial advisor with Truist Advisory Services, Inc. based in FAIRFAX, VA. Darren has been in the financial services industry since 2000. Darren holds Series 63, Series 65 and Series 7 licenses. Darren has prior experience working with HSBC Securities (USA) INC. and BANC OF AMERICA INVESTMENT SERVICES, INC. Darren focuses on providing financial planning, portfolio management for businesses and individuals and other advisory services to clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
VA
09/21/2016 - Present
Truist Advisory Services, Inc. (FAIRFAX VA)
DC
06/11/2009 - 08/20/2012
HSBC SECURITIES (USA) INC. (WASHINGTON DC)
DC
05/29/2007 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WASHINGTON DC)
MO
12/18/2000 - 05/04/2007
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 02/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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