Unclaimed
Darren Paul Williams is a financial advisor with Stifel Independent Advisors, LLC. Darren has been in the industry since 1994 and is registered in Oregon, Washington, Arizona, and Minnesota. Darren has specialized knowledge in the areas of Fixed Income, Retirement Planning, Mutual Funds, Stocks, Annuities, and Variable Life Insurance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
09/26/2006 - Present
Stifel Independent Advisors, LLC (HILLSBORO OR)
NY
01/01/2002 - 02/26/2003
QUICK & REILLY, INC. (NEW YORK NY)
MN
10/22/1999 - 06/26/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
07/14/1999 - 05/04/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/14/1999 - 08/26/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NY
07/28/1993 - 04/14/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Darren Williams is the right advisor for you? Invested Better is here to help.