Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Peregrin is an investment professional with over 18 years of experience in the financial industry. Daryl has been registered with Wells Fargo Clearing Services, LLC since January 2011. Daryl is also registered as an investment advisor representative in Pennsylvania and Texas. Prior to joining Wells Fargo Clearing Services, LLC, Daryl was associated with PNC INVESTMENTS in East Stroudsburg, Pennsylvania from December 2004 to January 2011. Daryl holds FINRA Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam.
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
PA
10/06/2016 - Present
Wells Fargo Clearing Services, LLC (ALLENTOWN PA)
PA
12/13/2004 - 01/24/2011
PNC INVESTMENTS (EAST STROUDSBURG PA)
IA
Issued 06/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2004
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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