Unclaimed
Darwin Buhler is a financial advisor with over 20 years of experience in the industry. Darwin is currently registered with Fidelity Personal And Workplace Advisors, a firm with over $818 billion in assets under management. Darwin holds a Series 6, 7, 9, 10, and 66 licenses. Prior to joining Fidelity Personal And Workplace Advisors, Darwin was registered with Signator Investors, Inc. and has also held positions with Fidelity Brokerage Services, Inc. and Strategic Advisers. Darwin is a volunteer for the CFP Board and The Church of Jesus Christ of Latter-day Saints.
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.
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.
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2
CO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (LONE TREE CO)
MA
04/14/1999 - 04/06/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 06/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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