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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Rene Quarles is a financial advisor who has been in the industry since 1993. Daryl currently works at Wells Fargo Clearing Services, LLC and has previously worked at Morgan Stanley Smith Barney, CITIGROUP GLOBAL MARKETS INC., MORGAN KEEGAN & COMPANY, INC., JOHN HANCOCK DISTRIBUTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Daryl is registered with FINRA and holds a Series 7, Series 6, Series 63, and Series 66 license. Daryl is also registered with the state of Tennessee as an Investment Advisor Representative. Daryl offers a variety of investment services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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
TN
03/15/2010 - Present
Wells Fargo Clearing Services, LLC (MEMPHIS TN)
TN
06/01/2009 - 04/09/2010
MORGAN STANLEY SMITH BARNEY (MEMPHIS TN)
TN
12/04/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEMPHIS TN)
TN
09/08/1997 - 12/20/2000
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MA
12/20/1993 - 10/03/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/20/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 03/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1993
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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