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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Schuldheiss is a financial advisor with D.A. Davidson & Co. located in Boise, ID. Darren has been in the securities industry since January 23, 2008. Darren holds Series 7, 9, 10, 66 securities licenses and is a registered Investment Advisor Representative in Idaho and Texas. Darren is also a board member of the Idaho Shakespeare Festival and serves on the board of directors of the St. Alphonsus Foundation.
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.
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
ID
02/25/2019 - Present
D.a. Davidson & Co. (BOISE ID)
OH
01/19/2010 - 04/20/2012
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
CA
02/18/2009 - 09/18/2009
BELLATORE SECURITIES, INC. (SAN JOSE CA)
VA
04/08/2008 - 01/08/2009
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IL
10/17/2005 - 04/08/2008
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
MT
07/09/2001 - 04/07/2005
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BOTH
Issued 04/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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