Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Parson is a financial advisor registered with Truist Advisory Services, Inc. Darren has been working in the financial industry since 2004 and has worked at several different firms. Darren currently holds Series 66, Series 63, Series 7 and SIE licenses. Darren provides financial planning, portfolio management and other financial services. Darren has had registrations with firms including Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
NC
06/14/2023 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
03/20/2015 - 05/12/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
10/23/2009 - 03/23/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
NC
07/15/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENSBORO NC)
NY
03/03/2005 - 05/17/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
09/21/2004 - 01/20/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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