Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darshi? Claim Your ProfileDarshi Lakshanthi Jayawardena is a financial professional with over 18 years of experience in the industry. Darshi is currently registered with Wells Fargo Clearing Services, LLC, and has been with the firm since May 2017. Prior to that, Darshi was a financial advisor at PNC INVESTMENTS for 12 years. Darshi has passed the Series 6, Series 7, Series 63, and Series 65 exams. Darshi is currently licensed in New Jersey, New York, and South Carolina.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
05/22/2017 - Present
Wells Fargo Clearing Services, LLC (OAKHURST NJ)
NJ
01/28/2005 - 05/01/2017
PNC INVESTMENTS (HOLMDEL NJ)
IA
Issued 10/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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