Unclaimed
Darren James March is a financial advisor who has been in the industry since October 10, 2001. Currently, Darren March is registered with Raymond James Financial Services Advisors, Inc. and has been registered with them since January 7, 2010. Prior to joining Raymond James, Darren March was employed by LPL FINANCIAL CORPORATION, KNBT SECURITIES, INC., UVEST FINANCIAL SERVICES GROUP, INC., HACKETT ASSOCIATES, INC. and T.H.E. FINANCIAL GROUP, LTD. Darren March has a total of 26 state registrations including Pennsylvania, California, Arizona, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Virginia, Washington, and Wisconsin. Darren March is also registered with the Securities and Exchange Commission as an Investment Advisor Representative in Pennsylvania. Darren March has obtained the following licenses: Series 6, Series 7, Series 9, Series 10, Series 63 and Series 66. Darren March also holds the Certified Financial Planner designation.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/07/2010 - Present
Raymond James Financial Services Advisors, Inc. (WEST LAWN PA)
PA
09/28/2006 - 08/12/2009
LPL FINANCIAL CORPORATION (ORWIGSBURG PA)
PA
05/24/2005 - 10/20/2006
KNBT SECURITIES, INC. (POTTSVILLE PA)
NC
07/16/2004 - 05/25/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
PA
05/01/2003 - 07/19/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
PA
10/10/2001 - 05/12/2003
T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)
BOTH
Issued 12/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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