Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Kataja is a financial advisor with Alliancebernstein LP, a large firm with over $50 billion in assets under management. Darren has been in the industry since 2015 and has a diverse background in investment services. Darren holds the Series 66, Series 7 and SIE licenses. Darren is registered to provide investment advice in 21 states and the District of Columbia. Darren has a strong track record of success and a commitment to providing personalized financial advice to clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
DC
10/08/2023 - Present
Alliancebernstein LP (Washington DC)
DC
02/17/2021 - 07/28/2021
TRUIST INVESTMENT SERVICES, INC. (WASHINGTON DC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
DC
10/08/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WASHINGTON DC)
BOTH
Issued 11/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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