Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrin? Claim Your ProfileDarrin Willis is a financial advisor with over five years of experience in the financial services industry. Darrin has a Series 6, Series 63, and Series 65 license and is registered with TIAA-CREF Individual & Institutional Services, LLC. Before joining TIAA, Darrin was an investment advisor representative at SECU Brokerage Services. Darrin focuses on providing financial planning and portfolio management for individual and institutional clients.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
04/20/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
03/16/2017 - 04/04/2022
SECU BROKERAGE SERVICES (CORNELIUS NC)
IA
Issued 07/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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