Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darryl? Claim Your ProfileDarryl Shafer is an investment advisor representative for Monarch Plan Advisors. Darryl is based in Simi Valley, California. Darryl has been in the financial services industry since 2004. Darryl is registered in California.
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.
Guidance on pension options to ensure a secure financial future.
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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CA
09/14/2017 - Present
Monarch Plan Advisors (SIMI VALLEY CA)
CA
03/22/2016 - 12/31/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Simi Valley CA)
MA
01/02/2013 - 03/18/2016
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
02/29/2008 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
MA
12/19/2005 - 02/29/2008
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
CA
10/13/2004 - 11/22/2005
FMN CAPITAL CORPORATION (MISSION VIEJO CA)
BOTH
Issued 12/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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