Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrie? Claim Your ProfileDarrie Schlesinger is a financial advisor at Equity Services, Inc. with over 19 years of experience in the industry. Darrie is registered with FINRA and holds Series 6, 63 and SIE licenses, along with the Uniform Investment Adviser Law Examination. Darrie provides financial planning and investment advice to individuals, families, and businesses. Darrie also offers educational seminars and pension consulting services. Darrie is a specialist in retirement planning, estate planning, and insurance planning. Darrie is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
01/11/2024 - Present
Equity Services, Inc. (ATLANTA GA)
GA
02/13/2006 - 12/22/2023
EQUITABLE ADVISORS, LLC (ATLANTA GA)
MA
07/07/2004 - 02/10/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 06/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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