Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darryl? Claim Your ProfileDarryl Lester Meyerovitz is a financial advisor with over 40 years of experience in the industry. Darryl is currently registered with Osaic Wealth, Inc. and has also held previous registrations with Integrated Resources Equity Corporation and Aetna Life Insurance and Annuity Company. Darryl is a licensed insurance agent, working as the owner of Meyerowitz Agency Inc. dba Financial Planning Associates since 1982. Darryl holds various licenses and qualifications, including a Series 65 and Series 63. Darryl is a well-rounded financial advisor providing services in the areas of financial planning, pension consulting, and portfolio management for both individuals 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.
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
TX
04/27/2016 - Present
Osaic Wealth, Inc. (DALLAS TX)
NA
10/04/1978 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/19/1983 - 10/29/1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/28/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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