Unclaimed
Daryl Lee Ewick is a financial advisor registered with Ernst & Young Investment Advisers LLP. Daryl has been in the financial services industry since 2000 and has extensive experience working with various clients, including individuals and corporations. Daryl offers a variety of services, including financial planning, educational seminars and publication of periodicals. Daryl holds the Series 7, 63 and 66 licenses and is also a Certified Financial Planner. Daryl is based in Anderson, Indiana.
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.
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.
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2
IN
09/13/2023 - Present
Ernst & Young Investment Advisers LLP (Anderson IN)
IN
07/20/2000 - 08/09/2019
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 03/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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