Unclaimed
Darren Russell Heil is an investment advisor representative at QM Advisors LLC. Darren has been in the financial services industry for over 20 years and has a wide range of experience in investment management, financial planning, and insurance. Darren is a Series 7, Series 63, Series 66, and SIE licensed professional. Darren is also a licensed insurance agent. Darren specializes in working with individuals, high-net-worth individuals, families, and small businesses. Darren offers a variety of financial services including investment management, financial planning, retirement planning, insurance, and estate planning. Darren Russell Heil is also the owner of 1776 Capital LLC.
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.
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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2
GA
05/15/2024 - Present
QM Advisors LLC (PEACHTREE CITY GA)
GA
01/30/2012 - 09/28/2018
CEROS FINANCIAL SERVICES, INC. (SUWANEE GA)
GA
10/08/2010 - 01/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEACHTREE CITY GA)
NY
07/17/2001 - 09/10/2002
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
07/29/1999 - 07/18/2001
SCHONFELD SECURITIES, LLC (JERICHO NY)
BOTH
Issued 10/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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