Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Lundy is an investment advisor representative with Foundations Investment Advisors LLC. Darren has been working in the financial industry since 1996 and is registered with the state of Ohio. Darren also holds Series 63, 65, 66 and 7 securities licenses. Darren has been with Foundations Investment Advisors LLC since April 2018. Darren provides financial planning services and portfolio management for individuals. Darren also provides educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
AZ
05/11/2018 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
OH
01/25/2010 - 11/02/2010
PNC INVESTMENTS (DUBLIN OH)
OH
06/23/2009 - 11/30/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBUS OH)
OH
08/10/2006 - 04/03/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
OH
06/13/2001 - 09/12/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MO
10/15/1997 - 04/24/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
OH
12/23/1996 - 10/23/1997
THE OHIO COMPANY (CINCINNATI OH)
BOTH
Issued 09/12/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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