Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Matthew Morgan is a financial advisor with over 28 years of experience in the financial services industry. Darren is registered with Cadaret, Grant & CO., Inc. and is also an Investment Advisor Representative. Darren has been with the firm since 2007 and is located in North Olmsted, Ohio. Darren has a diverse background and has been involved in various industries, including insurance, publishing, and real estate. Darren's extensive experience and expertise make him a valuable resource for clients seeking comprehensive financial planning and investment advice.
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
OH
10/29/2021 - Present
Cadaret, Grant & CO., Inc. (NORTH OLMSTED OH)
OH
04/04/2002 - 08/16/2007
WORLD GROUP SECURITIES, INC. (CINCINNATI OH)
GA
11/23/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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