Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Poland is a financial advisor with over 1 year of experience in the industry. Darren has a strong background in the financial services industry, having worked previously at Lucia Securities, LLC. Darren is registered with the state of California and holds the Series 66, Series 24, SIE and Series 7 licenses. Darren currently works at LPL Financial LLC and specializes in providing financial planning and advisory services to individuals, corporations, and other businesses. Darren can be reached at the LPL Financial LLC office located at 16789 BERNARDO CENTER DR, SAN DIEGO, CA 92128.
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.
Consulting and other non-discretionary advisory services
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.
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CA
09/01/2020 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
01/16/2019 - 10/05/2020
LUCIA SECURITIES, LLC (SAN DIEGO CA)
BOTH
Issued 09/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/17/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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