Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Francis Schneck is an investment advisor representative registered with United Planners' Financial Services of America A Limited Partner. Darren has been working in the financial industry since 1998, and has experience with a variety of financial products and services. Darren holds a Series 7, Series 63 and Series 65 licenses. Darren is currently registered as an investment advisor in Hawaii. Darren is based in Scottsdale, Arizona, and is affiliated with United Planners' Financial Services of America A Limited Partner. Darren has previously worked with National Securities Corporation, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Darren also serves as President of Capital Asset Management LLC.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
01/01/2025 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
HI
12/17/2009 - 01/08/2013
NATIONAL SECURITIES CORPORATION (LIHUE HI)
HI
06/01/2009 - 01/15/2010
MORGAN STANLEY SMITH BARNEY (KAUAI, LIHUE HI)
HI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (KAUAI, LIHUE HI)
HI
06/22/1998 - 04/02/2007
MORGAN STANLEY DW INC. (KAUAI, LIHUE HI)
IA
Issued 09/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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