Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Wells is a financial advisor with Empower Advisory Group, LLC. Daryl has been working in the financial industry since February 25, 2000. Daryl's areas of expertise include financial planning and portfolio management for individuals. Daryl holds Series 7, 7TO, 63 and 65 licenses. Daryl is also a Chartered Financial Consultant. Daryl's prior work experience includes positions with Citizens Securities, Inc., HD Vest Investment Services, Prudential Investment Management Services LLC, American Skandia Marketing, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Empower Advisory Group, LLC is a Registered Investment Advisor with offices in Greenwood Village, CO and Hamden, CT. The firm manages assets for high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.
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.
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
CO
10/31/2019 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CT
05/03/2016 - 10/22/2019
CITIZENS SECURITIES, INC. (NORTH HAVEN CT)
CT
03/31/2014 - 04/19/2016
HD VEST INVESTMENT SERVICES (Hamden CT)
CT
03/14/2007 - 05/03/2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
CT
06/27/2005 - 03/07/2007
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NJ
09/23/2002 - 06/13/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
CT
06/29/1998 - 04/03/2002
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NY
08/09/1995 - 06/04/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daryl Wells is the right advisor for you? Invested Better is here to help.
