Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Stevenson is a financial advisor with over 27 years of experience in the industry. Darren is currently registered with TD Private Client Wealth LLC and has held previous positions with LPL Financial LLC, People's Securities, Inc., First Trust Portfolios L.P. and Sun Life Financial Distributors, Inc. Darren holds a Series 7, Series 24, Series 26, Series 63 and Series 65 licenses. Darren is a financial advisor specializing in providing investment advisory services to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/09/2022 - Present
TD Private Client Wealth LLC (NEW YORK NY)
NY
01/06/2015 - 04/28/2022
LPL FINANCIAL LLC (ASTORIA NY)
NY
05/31/2013 - 12/22/2014
PEOPLE'S SECURITIES, INC. (LAKE GROVE NY)
NY
02/02/2011 - 06/06/2013
LPL FINANCIAL LLC (FRANKLIN SQUARE NY)
IL
07/02/2008 - 02/24/2009
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
MA
08/16/2004 - 07/07/2008
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
11/04/2002 - 08/31/2004
IFMG SECURITIES, INC. (PURCHASE NY)
TX
02/14/2002 - 11/08/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IL
08/28/1997 - 12/11/2001
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
08/23/1995 - 07/17/1997
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
IN
11/10/1994 - 08/07/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NY
07/21/1994 - 11/15/1994
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NY
09/11/1993 - 07/29/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
08/27/1992 - 06/15/1993
J. GREGORY & COMPANY, INC.
IA
Issued 03/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/24/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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