Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Kipnis is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered with the state of Florida since 2002. Darren has been working in the securities industry since 1986 and has a wide range of experience serving individuals, corporations, and high-net-worth clients. Darren holds Series 63, Series 7 and SIE licenses and has expertise in providing investment management, portfolio management, and financial planning services. Darren's expertise is in providing financial advice to clients across various investment needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
05/06/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TAMPA FL)
NY
07/23/1999 - 03/13/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
03/03/1995 - 07/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NY
12/23/1986 - 07/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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