Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Christensen is a financial advisor with over 20 years of experience in the industry. Daryl has been registered with LPL Financial LLC since July 2021 and previously worked with Waddell & Reed and Janus Distributors LLC. Daryl holds a Series 6, Series 7, Series 24, and Series 66 licenses. Daryl specializes in working with individuals, businesses, charitable organizations, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
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2
CO
01/01/2025 - Present
LPL Financial LLC (LAKEWOOD CO)
CO
06/25/2004 - 07/21/2021
WADDELL & REED (LAKEWOOD CO)
CO
04/13/1999 - 02/09/2004
JANUS DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 07/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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