Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffany? Claim Your ProfileTiffany Marie Darst is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Tiffany has been in the industry since 2009 and has a Series 7, Series 66, and SIE license. Tiffany has experience with a variety of financial services firms, including Wells Fargo Advisors, LLC, U.S. BANCORP INVESTMENTS, INC., and KMS Financial Services, Inc. Tiffany is registered in 45 states to provide investment advice and brokerage services. Tiffany is a specialist in Portfolio Management for Individuals, Pension Consulting, Educational Seminars, and Selection of Other Advisers.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
08/30/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (COLUMBUS OH)
OR
10/20/2016 - 08/15/2017
U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)
OR
02/01/2016 - 09/26/2016
KMS FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
09/17/2015 - 02/09/2016
J.P. MORGAN SECURITIES LLC (OREGON CITY OR)
OR
10/04/2011 - 09/03/2015
WELLS FARGO ADVISORS, LLC (LAKE OSWEGO OR)
TX
10/11/2010 - 10/05/2011
THRIVENT INVESTMENT MANAGEMENT INC. (HOUSTON TX)
TX
07/01/2009 - 10/08/2010
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
12/04/2008 - 07/07/2009
THRIVENT INVESTMENT MANAGEMENT INC. (HOUSTON TX)
BOTH
Issued 12/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tiffany Darst is the right advisor for you? Invested Better is here to help.
