Unclaimed
Darren Ronald Schwinefus is a financial advisor with over 15 years of experience in the industry. Darren is registered as a Registered Representative and Investment Advisor Representative. Darren is currently employed by Eagle Strategies LLC and has been with them since December 2015. Prior to joining Eagle Strategies LLC, Darren worked for New York Life, NYLIFE Securities LLC and Schwinefus and Mead Financial Group LLC. Darren has a strong track record of success in helping clients achieve their financial goals. Darren specializes in financial planning, pension consulting, 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.
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WI
12/03/2015 - Present
Eagle Strategies LLC (WEST BARABOO WI)
BOTH
Issued 11/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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