Unclaimed
Darren Georgeff is a financial advisor registered with Principal Securities, Inc. based in DES MOINES, IA. Darren has been in the financial services industry since 2001 and has held previous positions with DIRECTED SERVICES, INC.. Darren is a licensed Series 6, Series 63, and SIE representative. Darren specializes in various financial services offerings, including individual and business portfolio management, pension consulting, financial planning, and 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
05/21/2002 - Present
Principal Securities, Inc. (DES MOINES IA)
PA
10/04/2001 - 04/05/2002
DIRECTED SERVICES, INC. (WEST CHESTER PA)
BC
Issued 10/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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