Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Kreitz is an investment advisor representative who has been in the industry since 1999. Darren is currently registered with Osaic Wealth, Inc. in Alabama. Darren has worked for several firms including Securities America, Inc., Investcorp, Inc., NFP Advisor Services, LLC, Pruco Securities, LLC., Hartford Equity Sales Company Inc., MML Investors Services, Inc., NYLIFE Securities LLC, W. R. Taylor & Company, LLC, and First Command Financial Planning, Inc. Darren holds several licenses and certifications including Series 6, 63, 26, and 65. Darren specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Darren is also involved in outside business activities, specifically fixed insurance sales for Highland Capital Brokerage.
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.
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
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
GA
10/14/2016 - 07/17/2020
INVESTACORP, INC. (ATLANTA GA)
NC
06/04/2015 - 12/31/2015
NFP ADVISOR SERVICES, LLC (CHARLOTTE NC)
NJ
01/04/2013 - 02/05/2015
PRUCO SECURITIES, LLC. (NEWARK NJ)
CT
09/01/2010 - 01/02/2013
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
AL
09/22/2009 - 08/23/2010
MML INVESTORS SERVICES, INC. (MONTGOMERY AL)
AL
06/30/2008 - 08/24/2009
NYLIFE SECURITIES LLC (MONTGOMERY AL)
AL
03/02/2007 - 02/29/2008
W. R. TAYLOR & COMPANY, LLC (MONTGOMERY AL)
AL
01/20/1998 - 02/21/2007
FIRST COMMAND FINANCIAL PLANNING, INC. (MONTGOMERY AL)
IA
Issued 11/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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