Unclaimed
Igor Bampa schattan is an investment advisor representative at Darwin Wealth Management, with over 5 years of experience in the financial services industry. Igor has passed both the Series 65 and SIE exams, and holds an active license as an Investment Advisor Representative in Florida. Prior to joining Darwin Wealth Management, Igor worked at Franklin Templeton, Morgan Stanley and Darwin Partners, LLC. Igor also holds licenses in insurance and is affiliated with Darwin Insurance Group, LLC. Igor specializes in providing financial planning, pension consulting and portfolio management for individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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FL
12/14/2022 - Present
Darwin Wealth Management (TAMPA FL)
IA
Issued 11/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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