Unclaimed
Darren Russell Bado is a financial advisor with Ameriprise Financial Services, LLC based in SANTA CLARA, CA. Darren has been in the financial industry for over 10 years. Darren works with a wide range of clients including high-net-worth individuals, corporations, trusts/estates, charitable organizations, pension and profit-sharing plans and insurance companies. Darren has earned the Certified Financial Planner designation. Darren holds Series 7TO, SIE, 63 and 65 licenses.
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.
Asset allocation services
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.
1
2
CA
01/22/2025 - Present
Ameriprise Financial Services, LLC (SANTA CLARA CA)
CA
03/05/2021 - 03/17/2023
KESTRA INVESTMENT SERVICES, LLC (SAN JOSE CA)
BC
Issued 02/28/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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