Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Whissen is a financial advisor with Compound Planning. Darren has been in the financial industry for over 17 years. Darren holds several licenses, including Series 7, 63, 66 and 24. Darren has experience working with a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Darren provides a range of services, including financial planning, portfolio management, and educational seminars.
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.
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.
Selection of other advisers
1
2
NY
01/18/2022 - Present
Compound Planning (NEW YORK NY)
NH
07/13/2023 - 12/31/2023
AMERICAN ELM DISTRIBUTION PARTNERS, LLC (PORTSMOUTH NH)
CA
09/08/2021 - 07/26/2022
AMERICAN ALTERNATIVE CAPITAL, LLC (Irvine CA)
NY
12/27/2018 - 05/20/2019
BREN VENTURES LLC (NEW YORK NY)
CA
01/20/2015 - 12/31/2016
SHOPOFF SECURITIES, INC. (IRVINE CA)
NV
01/31/2013 - 01/16/2015
COURTLANDT SECURITIES CORPORATION (LAS VEGAS NV)
CA
11/30/2007 - 12/31/2012
SECURITIES EQUITY GROUP (ALISO VIEJO CA)
CA
09/13/2005 - 12/05/2007
EDWARD JONES (LAKE FOREST CA)
BOTH
Issued 07/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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