Unclaimed
Jenel Amber Darland is a financial advisor with Mercer Global Advisors Inc. Jenel has been in the industry since 2011, and holds the following licenses: Series 7, Series 63, Series 65 and SIE. Jenel has been with Mercer Global Advisors Inc. since 2022. Prior to that, Jenel worked at Raymond James Financial Services, Inc. from 2015-2022 and Morgan Stanley from 2015. Jenel is also registered with the states of Florida and Texas. Jenel specializes in retirement planning, college savings, investment management, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/31/2023 - Present
Mercer Global Advisors Inc. (Miami FL)
TX
01/22/2016 - 11/16/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BELLAIRE TX)
TX
11/05/2015 - 01/07/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)
IN
03/12/2015 - 09/08/2015
MORGAN STANLEY (INDIANAPOLIS IN)
TX
10/10/2014 - 12/31/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
08/10/2012 - 09/08/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
06/02/2011 - 01/03/2012
WUNDERLICH SECURITIES, INC. (HOUSTON TX)
BC
Issued 09/22/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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