Unclaimed
Darren Collier McNeely is a financial advisor who has been in the industry since 1992. Darren is currently registered with Level Four Advisory Services. Darren has previously been registered with RAYMOND JAMES FINANCIAL SERVICES, INC., RUSHMORE SECURITIES CORPORATION, NORTHSTAR SECURITIES, INC., DOMINION CAPITAL CORPORATION, PRINCIPAL FINANCIAL SECURITIES,INC. and POWELL & SATTERFIELD, INC. Darren is a registered representative and investment advisor representative in Alabama, Colorado, Florida, Georgia, Louisiana, South Carolina, Texas, and Washington. Darren holds a Series 7, Series 24, Series 51, Series 63, and Series 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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
12/21/2021 - Present
Level Four Advisory Services (CYPRESS TX)
TX
05/24/2001 - 10/15/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
01/17/2001 - 05/25/2001
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
TX
06/18/1998 - 02/26/2001
NORTHSTAR SECURITIES, INC. (DALLAS TX)
TX
10/24/1996 - 12/09/1998
DOMINION CAPITAL CORPORATION (DALLAS TX)
TX
03/09/1993 - 10/28/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
AR
03/23/1992 - 12/23/1992
POWELL & SATTERFIELD, INC. (LITTLE ROCK AR)
IA
Issued 11/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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