Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ. Darrell Stiles is a financial advisor with over 25 years of experience. J. Darrell is registered with Wells Fargo Clearing Services, LLC and has a Series 65 license, and a Series 31 license. Previously, J. Darrell was registered with Ameriprise Financial Services, LLC and Securities America, Inc. J. Darrell has provided financial advice to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. J. Darrell specializes in providing financial planning, investment management, and retirement planning services.
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
TX
01/21/2022 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
02/27/2009 - 01/26/2022
AMERIPRISE FINANCIAL SERVICES, LLC (PLANO TX)
TX
06/23/2009 - 09/08/2011
SECURITIES AMERICA, INC. (PLANO TX)
TX
10/20/2004 - 03/05/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
NY
09/23/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
TX
05/05/1997 - 09/19/2003
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NY
07/23/1996 - 04/04/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 07/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure J Stiles is the right advisor for you? Invested Better is here to help.
