Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Bernard is a financial advisor with J.P. Morgan Securities LLC. Darren has been in the financial services industry since 2006 and is registered to provide investment advice in Arizona and Texas. Darren's prior experience includes positions with Chase Investment Services Corp., USAA Financial Advisors, Inc., USAA Investment Management Company, and Northwestern Mutual Investment Services, LLC. Darren holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Darren is also a Certified Financial Planner. Darren has a strong track record of providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and institutions. Darren specializes in providing financial planning, portfolio management, and investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
09/23/2013 - Present
J.p. Morgan Securities LLC (Scottsdale AZ)
AZ
10/19/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CAREFREE AZ)
AZ
08/31/2007 - 08/21/2009
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
12/07/2006 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
AZ
09/07/2006 - 10/20/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)
IA
Issued 05/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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