Unclaimed
Darren Paul Speight is an investment advisor representative associated with Diversify Advisory Services, LLC. Darren has been active in the financial industry since July 22, 2007. Darren has Series 66 and Series 7 licenses. In addition to Diversify Advisory Services, LLC, Darren has been associated with several other firms including FIRST ALLIED SECURITIES, INC. and METLIFE SECURITIES INC. Darren holds licenses in the following states: California, Connecticut, Hawaii, Massachusetts, Montana, New Jersey, New York, Oregon, Pennsylvania, and Washington. Darren specializes in investment management, financial planning, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
12/22/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
CA
02/03/2010 - 12/18/2015
FIRST ALLIED SECURITIES, INC. (SAN JOSE CA)
CA
07/23/2007 - 02/05/2010
METLIFE SECURITIES INC. (SAN JOSE CA)
BOTH
Issued 08/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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